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FCSZX vs NCIAX
FCSZX vs NCIAX Comparison
Open Charts FCSZX vs NCIAX
Franklin Convertible Securities Adv
Price$24.08
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.87B
Columbia Convertible Securities Inst
Price$23.61
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.17B
FCSZX vs NCIAX Comparison Chart in %
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FCSZX vs. NCIAX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCSZX is a Sell and NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
FCSZX has more cash in the bank: 2.87B vs. NCIAX (1.17B). NCIAX pays higher dividends than FCSZX: NCIAX (2.00) vs FCSZX (1.57). FCSZX was incepted earlier than NCIAX: FCSZX (17 years) vs NCIAX (26 years). NCIAX (0.90) is less costly to investors than FCSZX (0.59). NCIAX is a more actively managed with annual turnover of: 108.00 vs. FCSZX (37.31). NCIAX has a lower initial minimum investment than FCSZX: NCIAX (2000) vs FCSZX (100000). NCIAX annual gain was more profitable for investors over the last year : 19.30 vs. FCSZX (15.70). NCIAX return over 5 years is better than : 2.45 vs. FCSZX (-5.34).
| FCSZX | NCIAX | FCSZX / NCIAX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.59 | 0.90 | 66% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 5.367 | 9.211 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2000 | 5,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 2.87B | 1.17B | 246% |
| Annual Yield % from dividends | 1.57 | 2.00 | 79% |
| Returns for 1 year | 15.70 | 19.30 | 81% |
| Returns for 3 years | 17.06 | 25.66 | 66% |
| Returns for 5 years | -5.34 | 2.45 | -218% |
| Returns for 10 years | 51.81 | 58.66 | 88% |
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