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FICVX vs PCVRX
FICVX vs PCVRX Comparison
Open Charts FICVX vs PCVRX
Fidelity Advisor Convertible Secs I
Price$38.09
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets1.99B
Putnam Convertible Securities R
Price$27.67
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets519.75M
FICVX vs PCVRX Comparison Chart in %
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FICVX vs. PCVRX commentary
Sep 09, 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: 1.99B vs. PCVRX (520M). FICVX pays higher dividends than PCVRX: FICVX (2.78) vs PCVRX (2.12). FICVX was incepted earlier than PCVRX: FICVX (17 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. FICVX (18.01) and PCVRX (17.32) have marching annual gain over last year. FICVX return over 5 years is better than : 19.18 vs. PCVRX (-3.90).
| FICVX | PCVRX | FICVX / PCVRX | |
| Total Expense Ratio | 0.72 | 1.28 | 56% |
| Annual Report Gross Expense Ratio | 0.72 | 1.28 | 56% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 12.183 | 9.736 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.99B | 520M | 383% |
| Annual Yield % from dividends | 2.78 | 2.12 | 131% |
| Returns for 1 year | 18.01 | 17.32 | 104% |
| Returns for 3 years | 28.19 | 27.36 | 103% |
| Returns for 5 years | 19.18 | -3.90 | -491% |
| Returns for 10 years | 59.43 | 31.55 | 188% |
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