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FCSZX vs NCIAX
FCSZX vs NCIAX Comparison
Open Charts FCSZX vs NCIAX
Franklin Convertible Securities Adv
Price$24.50
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.92B
Columbia Convertible Securities Inst
Price$24.10
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.19B
FCSZX vs NCIAX Comparison Chart in %
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FCSZX vs. NCIAX commentary
Sep 05, 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 Hold and NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
FCSZX has more cash in the bank: 2.92B vs. NCIAX (1.19B). NCIAX pays higher dividends than FCSZX: NCIAX (1.96) vs FCSZX (1.55). 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 : 18.40 vs. FCSZX (13.98). NCIAX return over 5 years is better than : 2.12 vs. FCSZX (-2.95).
| 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 | 7.382 | 12.040 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2000 | 5,000% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 2.92B | 1.19B | 246% |
| Annual Yield % from dividends | 1.55 | 1.96 | 79% |
| Returns for 1 year | 13.98 | 18.40 | 76% |
| Returns for 3 years | 22.58 | 32.40 | 70% |
| Returns for 5 years | -2.95 | 2.12 | -139% |
| Returns for 10 years | 61.34 | 70.15 | 87% |
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