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FCVSX vs PBXIX
FCVSX vs PBXIX Comparison
Open Charts FCVSX vs PBXIX
Fidelity Convertible Securities
Price$35.02
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets1.79B
Rational/Pier 88 Convertible Secs Instl
Price$11.00
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets204.28M
FCVSX vs PBXIX Comparison Chart
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FCVSX vs. PBXIX commentary
Jun 07, 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 PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
FCVSX has more cash in the bank: 1.8B vs. PBXIX (204M). FCVSX pays higher dividends than PBXIX: FCVSX (3.36) vs PBXIX (1.86). FCVSX was incepted earlier than PBXIX: FCVSX (38 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 : 8.86 vs. PBXIX (4.24). FCVSX return over 5 years is better than : 21.17 vs. PBXIX (17.17).
| FCVSX | PBXIX | FCVSX / PBXIX | |
| Total Expense Ratio | 0.69 | 0.99 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 1.16 | 59% |
| Fund Existence | 38 years | 6 years | - |
| Gain YTD | 2.888 | -1.133 | -255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 2500 | N/A | - |
| Net Assets | 1.8B | 204M | 880% |
| Annual Yield % from dividends | 3.36 | 1.86 | 181% |
| Returns for 1 year | 8.86 | 4.24 | 209% |
| Returns for 3 years | 20.79 | 5.72 | 363% |
| Returns for 5 years | 21.17 | 17.17 | 123% |
| Returns for 10 years | 37.10 | N/A | - |
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