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FCVSX vs MCCVX
FCVSX vs MCCVX Comparison
Open Charts FCVSX vs MCCVX
Fidelity Convertible Securities
Price$36.66
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets1.94B
NYLI MacKay Convertible
Price$19.20
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets1.56B
FCVSX vs MCCVX Comparison Chart in %
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FCVSX vs. MCCVX 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 FCVSX is a Buy and MCCVX is a Hold.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.94B vs. MCCVX (1.56B). FCVSX pays higher dividends than MCCVX: FCVSX (2.86) vs MCCVX (2.14). FCVSX was incepted earlier than MCCVX: FCVSX (39 years) vs MCCVX (27 years). MCCVX (1.93) is less costly to investors than FCVSX (0.69). FCVSX is a more actively managed with annual turnover of: 70.00 vs. MCCVX (35.00). FCVSX has a lower initial minimum investment than MCCVX: FCVSX (0) vs MCCVX (1000). FCVSX IRA initial investment is lower compared to MCCVX: FCVSX (2500) vs MCCVX (1000). FCVSX annual gain was more profitable for investors over the last year : 16.60 vs. MCCVX (10.10). FCVSX return over 5 years is better than : 16.52 vs. MCCVX (0.17).
| FCVSX | MCCVX | FCVSX / MCCVX | |
| Total Expense Ratio | 0.69 | 1.93 | 36% |
| Annual Report Gross Expense Ratio | 0.69 | 1.93 | 36% |
| Fund Existence | 39 years | 27 years | - |
| Gain YTD | 8.649 | 6.353 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 2500 | 1000 | 250% |
| Net Assets | 1.94B | 1.56B | 124% |
| Annual Yield % from dividends | 2.86 | 2.14 | 133% |
| Returns for 1 year | 16.60 | 10.10 | 164% |
| Returns for 3 years | 26.07 | 14.04 | 186% |
| Returns for 5 years | 16.52 | 0.17 | 9,939% |
| Returns for 10 years | 50.57 | 25.76 | 196% |
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