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FCVSX vs PBXIX
FCVSX vs PBXIX Comparison
Open Charts FCVSX vs PBXIX
Fidelity Convertible Securities
Price$37.12
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets1.88B
Rational/Pier 88 Convertible Secs Instl
Price$11.16
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets210.22M
FCVSX vs PBXIX Comparison Chart in %
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FCVSX vs. PBXIX commentary
Jul 19, 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 PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.88B vs. PBXIX (210M). FCVSX pays higher dividends than PBXIX: FCVSX (3.21) vs PBXIX (2.93). FCVSX was incepted earlier than PBXIX: FCVSX (39 years) vs PBXIX (6 years). PBXIX (1.16) is less costly to investors than FCVSX (0.69). PBXIX is a more actively managed with annual turnover of: 114.00 vs. FCVSX (70.00). FCVSX has a lower initial minimum investment than PBXIX: FCVSX (0) vs PBXIX (1000). FCVSX annual gain was more profitable for investors over the last year : 13.62 vs. PBXIX (5.80). FCVSX return over 5 years is better than : 22.23 vs. PBXIX (17.23).
| FCVSX | PBXIX | FCVSX / PBXIX | |
| Total Expense Ratio | 0.69 | 0.99 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 1.16 | 59% |
| Fund Existence | 39 years | 6 years | - |
| Gain YTD | 9.712 | 1.979 | 491% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 2500 | N/A | - |
| Net Assets | 1.88B | 210M | 894% |
| Annual Yield % from dividends | 3.21 | 2.93 | 110% |
| Returns for 1 year | 13.62 | 5.80 | 235% |
| Returns for 3 years | 36.71 | 16.17 | 227% |
| Returns for 5 years | 22.23 | 17.23 | 129% |
| Returns for 10 years | 50.38 | N/A | - |
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