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FCVSX vs MCCVX
FCVSX vs MCCVX Comparison
Open Charts FCVSX vs MCCVX
Fidelity Convertible Securities
Price$35.31
Change+$0.30 (+0.86%)
VolumeN/A
Net Assets1.79B
NYLI MacKay Convertible
Price$18.79
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets1.51B
FCVSX vs MCCVX Comparison Chart in %
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FCVSX vs. MCCVX commentary
Jun 18, 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: 1.8B vs. MCCVX (1.51B). FCVSX pays higher dividends than MCCVX: FCVSX (3.36) vs MCCVX (2.16). 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 : 9.73 vs. MCCVX (8.15). FCVSX return over 5 years is better than : 21.18 vs. MCCVX (5.67).
| 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 | 2.712 | 3.997 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 2500 | 1000 | 250% |
| Net Assets | 1.8B | 1.51B | 119% |
| Annual Yield % from dividends | 3.36 | 2.16 | 155% |
| Returns for 1 year | 9.73 | 8.15 | 119% |
| Returns for 3 years | 31.82 | 19.81 | 161% |
| Returns for 5 years | 21.18 | 5.67 | 374% |
| Returns for 10 years | 36.43 | 19.29 | 189% |
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