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FICVX vs PCVRX
FICVX vs PCVRX Comparison
Open Charts FICVX vs PCVRX
Fidelity Advisor Convertible Secs I
Price$36.59
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets1.94B
Putnam Convertible Securities R
Price$26.95
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets514.19M
FICVX vs PCVRX Comparison Chart in %
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FICVX vs. PCVRX commentary
Aug 08, 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 PCVRX is a Hold.
FUNDAMENTALS
Fundamentals
FICVX has more cash in the bank: 1.94B vs. PCVRX (514M). FICVX pays higher dividends than PCVRX: FICVX (2.83) vs PCVRX (2.14). FICVX was incepted earlier than PCVRX: FICVX (16 years) vs PCVRX (22 years). PCVRX (1.28) is less costly to investors than FICVX (0.72). FICVX is a more actively managed with annual turnover of: 70.00 vs. PCVRX (61.00). FICVX (0) and PCVRX (0) have matching initial minimum investment requirements. PCVRX (17.26) and FICVX (16.56) have marching annual gain over last year. FICVX return over 5 years is better than : 16.28 vs. PCVRX (-5.02).
| FICVX | PCVRX | FICVX / PCVRX | |
| Total Expense Ratio | 0.72 | 1.28 | 56% |
| Annual Report Gross Expense Ratio | 0.72 | 1.28 | 56% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 8.634 | 7.307 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.94B | 514M | 376% |
| Annual Yield % from dividends | 2.83 | 2.14 | 132% |
| Returns for 1 year | 16.56 | 17.26 | 96% |
| Returns for 3 years | 25.94 | 25.15 | 103% |
| Returns for 5 years | 16.28 | -5.02 | -324% |
| Returns for 10 years | 50.10 | 25.07 | 200% |
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