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FCVSX vs MCCVX
FCVSX vs MCCVX Comparison
Open Charts FCVSX vs MCCVX
Fidelity Convertible Securities
Price$38.17
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets1.99B
NYLI MacKay Convertible
Price$19.93
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets1.62B
FCVSX vs MCCVX Comparison Chart in %
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FCVSX vs. MCCVX commentary
Sep 09, 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: 1.99B vs. MCCVX (1.62B). FCVSX pays higher dividends than MCCVX: FCVSX (2.80) vs MCCVX (2.11). 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 : 18.08 vs. MCCVX (11.66). FCVSX return over 5 years is better than : 19.42 vs. MCCVX (5.10).
| 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 | 12.191 | 10.397 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 2500 | 1000 | 250% |
| Net Assets | 1.99B | 1.62B | 123% |
| Annual Yield % from dividends | 2.80 | 2.11 | 133% |
| Returns for 1 year | 18.08 | 11.66 | 155% |
| Returns for 3 years | 28.32 | 16.80 | 169% |
| Returns for 5 years | 19.42 | 5.10 | 381% |
| Returns for 10 years | 59.91 | 34.28 | 175% |