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FICVX vs PBXIX
FICVX vs PBXIX Comparison
Open Charts FICVX vs PBXIX
Fidelity Advisor Convertible Secs I
Price$34.01
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
FICVX vs PBXIX Comparison Chart
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FICVX 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 FICVX is a Buy and PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
FICVX has more cash in the bank: 1.74B vs. PBXIX (205M). FICVX pays higher dividends than PBXIX: FICVX (3.44) vs PBXIX (1.87). FICVX was incepted earlier than PBXIX: FICVX (16 years) vs PBXIX (5 years). PBXIX (1.20) is less costly to investors than FICVX (0.72). PBXIX is a more actively managed with annual turnover of: 114.00 vs. FICVX (70.00). FICVX has a lower initial minimum investment than PBXIX: FICVX (0) vs PBXIX (1000). FICVX annual gain was more profitable for investors over the last year : 7.17 vs. PBXIX (4.92). PBXIX (24.87) and FICVX (24.83) have equivalent 5 years return.
| FICVX | PBXIX | FICVX / PBXIX | |
| Total Expense Ratio | 0.72 | 1.00 | 72% |
| Annual Report Gross Expense Ratio | 0.72 | 1.20 | 60% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -0.009 | -1.043 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.74B | 205M | 847% |
| Annual Yield % from dividends | 3.44 | 1.87 | 185% |
| Returns for 1 year | 7.17 | 4.92 | 146% |
| Returns for 3 years | 22.08 | 9.57 | 231% |
| Returns for 5 years | 24.83 | 24.87 | 100% |
| Returns for 10 years | 31.94 | N/A | - |