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FCVSX vs MCCVX
FCVSX vs MCCVX Comparison
Open Charts FCVSX vs MCCVX
Fidelity Convertible Securities
Price$36.48
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets1.88B
NYLI MacKay Convertible
Price$19.17
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets1.56B
FCVSX vs MCCVX Comparison Chart in %
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FCVSX vs. MCCVX commentary
Jul 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 Hold and MCCVX is a Hold.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.88B vs. MCCVX (1.57B). FCVSX pays higher dividends than MCCVX: FCVSX (3.21) vs MCCVX (2.17). 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 : 13.45 vs. MCCVX (8.83). FCVSX return over 5 years is better than : 20.99 vs. MCCVX (4.28).
| 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 | 7.435 | 6.187 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 2500 | 1000 | 250% |
| Net Assets | 1.88B | 1.57B | 120% |
| Annual Yield % from dividends | 3.21 | 2.17 | 148% |
| Returns for 1 year | 13.45 | 8.83 | 152% |
| Returns for 3 years | 33.20 | 19.96 | 166% |
| Returns for 5 years | 20.99 | 4.28 | 491% |
| Returns for 10 years | 47.83 | 24.31 | 197% |
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