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FCVSX vs PBXIX
FCVSX vs PBXIX Comparison
Open Charts FCVSX vs PBXIX
Fidelity Convertible Securities
Price$34.08
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.74B
Rational/Pier 88 Convertible Secs Instl
Price$10.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets204.52M
FCVSX vs PBXIX Comparison Chart
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FCVSX vs. PBXIX commentary
May 12, 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: 1.74B vs. PBXIX (205M). FCVSX pays higher dividends than PBXIX: FCVSX (3.48) vs PBXIX (1.87). FCVSX was incepted earlier than PBXIX: FCVSX (38 years) vs PBXIX (5 years). PBXIX (1.20) 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 : 7.20 vs. PBXIX (4.92). FCVSX (25.06) and PBXIX (24.87) have equivalent 5 years return.
| FCVSX | PBXIX | FCVSX / PBXIX | |
| Total Expense Ratio | 0.69 | 1.00 | 69% |
| Annual Report Gross Expense Ratio | 0.69 | 1.20 | 58% |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | -0.017 | -1.043 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 2500 | N/A | - |
| Net Assets | 1.74B | 205M | 847% |
| Annual Yield % from dividends | 3.48 | 1.87 | 186% |
| Returns for 1 year | 7.20 | 4.92 | 146% |
| Returns for 3 years | 22.18 | 9.57 | 232% |
| Returns for 5 years | 25.06 | 24.87 | 101% |
| Returns for 10 years | 32.36 | N/A | - |