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FCVSX vs FTCVX
FCVSX vs FTCVX Comparison
Open Charts FCVSX vs FTCVX
Fidelity Convertible Securities
Price$32.32
Change-$1.19 (-3.55%)
VolumeN/A
Net Assets1.76B
Fidelity Advisor Convertible Secs M
Price$32.14
Change-$1.18 (-3.54%)
VolumeN/A
Net Assets1.76B
FCVSX vs FTCVX Comparison Chart
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FCVSX vs. FTCVX commentary
Apr 04, 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 FCVSX is a Hold and FTCVX is a Hold.
FUNDAMENTALS
Fundamentals
FCVSX (1.76B) and FTCVX (1.76B) have equal amount of cash in the bank . FCVSX pays higher dividends than FTCVX: FCVSX (3.29) vs FTCVX (2.75). FCVSX was incepted earlier than FTCVX: FCVSX (38 years) vs FTCVX (16 years). FTCVX (1.24) is less costly to investors than FCVSX (0.69). FCVSX (70.00) and FTCVX (70.00) have comparable annual turnover. FCVSX (0) and FTCVX (0) have matching initial minimum investment requirements. FCVSX IRA initial investment is lower compared to FTCVX: FCVSX (2500) vs FTCVX (500). FCVSX annual gain was more profitable for investors over the last year : 4.36 vs. FTCVX (3.76). FCVSX return over 5 years is better than : 44.15 vs. FTCVX (40.05).
| FCVSX | FTCVX | FCVSX / FTCVX | |
| Total Expense Ratio | 0.69 | 1.24 | 56% |
| Annual Report Gross Expense Ratio | 0.69 | 1.24 | 56% |
| Fund Existence | 38 years | 16 years | - |
| Gain YTD | -2.474 | -2.602 | 95% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 2500 | 500 | 500% |
| Net Assets | 1.76B | 1.76B | 100% |
| Annual Yield % from dividends | 3.29 | 2.75 | 120% |
| Returns for 1 year | 4.36 | 3.76 | 116% |
| Returns for 3 years | 1.44 | -0.25 | -586% |
| Returns for 5 years | 44.15 | 40.05 | 110% |
| Returns for 10 years | 28.39 | 21.10 | 135% |
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