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FICVX vs PBXIX
FICVX vs PBXIX Comparison
Open Charts FICVX vs PBXIX
Fidelity Advisor Convertible Secs I
Price$34.94
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets1.79B
Rational/Pier 88 Convertible Secs Instl
Price$11.00
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets204.28M
FICVX vs PBXIX Comparison Chart
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FICVX 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 FICVX is a Buy and PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
FICVX has more cash in the bank: 1.8B vs. PBXIX (204M). FICVX pays higher dividends than PBXIX: FICVX (3.32) vs PBXIX (1.86). 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 : 8.83 vs. PBXIX (4.24). FICVX return over 5 years is better than : 20.97 vs. PBXIX (17.17).
| 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 | 2.901 | -1.133 | -256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.8B | 204M | 880% |
| Annual Yield % from dividends | 3.32 | 1.86 | 179% |
| Returns for 1 year | 8.83 | 4.24 | 208% |
| Returns for 3 years | 20.73 | 5.72 | 362% |
| Returns for 5 years | 20.97 | 17.17 | 122% |
| Returns for 10 years | 36.72 | N/A | - |
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