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FICVX vs PBXIX
FICVX vs PBXIX Comparison
Open Charts FICVX vs PBXIX
Fidelity Advisor Convertible Secs I
Price$37.04
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
FICVX vs PBXIX Comparison Chart in %
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FICVX 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 FICVX is a Hold and PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
FICVX has more cash in the bank: 1.88B vs. PBXIX (210M). FICVX pays higher dividends than PBXIX: FICVX (3.18) vs PBXIX (2.93). FICVX was incepted earlier than PBXIX: FICVX (16 years) vs PBXIX (6 years). PBXIX (1.16) 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 : 13.58 vs. PBXIX (5.80). FICVX return over 5 years is better than : 21.99 vs. PBXIX (17.23).
| FICVX | PBXIX | FICVX / PBXIX | |
| Total Expense Ratio | 0.72 | 0.99 | 73% |
| Annual Report Gross Expense Ratio | 0.72 | 1.16 | 62% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 9.699 | 1.979 | 490% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.88B | 210M | 894% |
| Annual Yield % from dividends | 3.18 | 2.93 | 109% |
| Returns for 1 year | 13.58 | 5.80 | 234% |
| Returns for 3 years | 36.60 | 16.17 | 226% |
| Returns for 5 years | 21.99 | 17.23 | 128% |
| Returns for 10 years | 49.91 | N/A | - |
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