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FCVSX vs MCCVX
FCVSX vs MCCVX Comparison
Open Charts FCVSX vs MCCVX
Fidelity Convertible Securities
Price$34.08
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.74B
NYLI MacKay Convertible
Price$18.10
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.48B
FCVSX vs MCCVX Comparison Chart
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FCVSX vs. MCCVX commentary
May 11, 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: 1.74B vs. MCCVX (1.48B). FCVSX pays higher dividends than MCCVX: FCVSX (3.48) vs MCCVX (2.24). FCVSX was incepted earlier than MCCVX: FCVSX (38 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 : 7.20 vs. MCCVX (3.42). FCVSX return over 5 years is better than : 25.06 vs. MCCVX (9.25).
| FCVSX | MCCVX | FCVSX / MCCVX | |
| Total Expense Ratio | 0.69 | 1.93 | 36% |
| Annual Report Gross Expense Ratio | 0.69 | 1.93 | 36% |
| Fund Existence | 38 years | 27 years | - |
| Gain YTD | -0.017 | 0.178 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 2500 | 1000 | 250% |
| Net Assets | 1.74B | 1.48B | 117% |
| Annual Yield % from dividends | 3.48 | 2.24 | 155% |
| Returns for 1 year | 7.20 | 3.42 | 211% |
| Returns for 3 years | 22.18 | 10.12 | 219% |
| Returns for 5 years | 25.06 | 9.25 | 271% |
| Returns for 10 years | 32.36 | 15.91 | 203% |