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FCSZX vs PCNIX
FCSZX vs PCNIX Comparison
Open Charts FCSZX vs PCNIX
Franklin Convertible Securities Adv
Price$22.31
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets2.67B
Putnam Convertible Securities I
Price$24.92
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets478.78M
FCSZX vs PCNIX Comparison Chart
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FCSZX vs. PCNIX commentary
Apr 27, 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 PCNIX is a Hold.
FUNDAMENTALS
Fundamentals
FCSZX has more cash in the bank: 2.67B vs. PCNIX (479M). PCNIX pays higher dividends than FCSZX: PCNIX (2.37) vs FCSZX (1.55). FCSZX was incepted earlier than PCNIX: FCSZX (17 years) vs PCNIX (10 years). PCNIX (0.68) is less costly to investors than FCSZX (0.58). PCNIX is a more actively managed with annual turnover of: 61.00 vs. FCSZX (37.31). FCSZX has a lower initial minimum investment than PCNIX: FCSZX (100000) vs PCNIX (5000000). PCNIX annual gain was more profitable for investors over the last year : 9.93 vs. FCSZX (8.31). FCSZX return over 5 years is better than : 13.20 vs. PCNIX (11.79).
| FCSZX | PCNIX | FCSZX / PCNIX | |
| Total Expense Ratio | 0.57 | 0.68 | 84% |
| Annual Report Gross Expense Ratio | 0.58 | 0.68 | 85% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -3.031 | -2.672 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 479M | 557% |
| Annual Yield % from dividends | 1.55 | 2.37 | 66% |
| Returns for 1 year | 8.31 | 9.93 | 84% |
| Returns for 3 years | 6.03 | 12.05 | 50% |
| Returns for 5 years | 13.20 | 11.79 | 112% |
| Returns for 10 years | 38.71 | 16.24 | 238% |
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