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FIQVX vs NCIAX
FIQVX vs NCIAX Comparison
Open Charts FIQVX vs NCIAX
Fidelity Advisor Convertible Secs Z
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.74B
Columbia Convertible Securities Inst
Price$21.96
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
FIQVX vs NCIAX Comparison Chart
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FIQVX vs. NCIAX commentary
May 25, 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 FIQVX is a Buy and NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.74B vs. NCIAX (1.11B). FIQVX pays higher dividends than NCIAX: FIQVX (3.59) vs NCIAX (2.15). FIQVX was incepted earlier than NCIAX: FIQVX (7 years) vs NCIAX (26 years). NCIAX (0.91) is less costly to investors than FIQVX (0.60). NCIAX is a more actively managed with annual turnover of: 108.00 vs. FIQVX (70.00). FIQVX has a lower initial minimum investment than NCIAX: FIQVX (0) vs NCIAX (2000). NCIAX annual gain was more profitable for investors over the last year : 10.46 vs. FIQVX (7.91). FIQVX return over 5 years is better than : 25.95 vs. NCIAX (9.05).
| FIQVX | NCIAX | FIQVX / NCIAX | |
| Total Expense Ratio | 0.60 | 0.83 | 72% |
| Annual Report Gross Expense Ratio | 0.60 | 0.91 | 66% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 1.160 | 1.294 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.74B | 1.11B | 157% |
| Annual Yield % from dividends | 3.59 | 2.15 | 167% |
| Returns for 1 year | 7.91 | 10.46 | 76% |
| Returns for 3 years | 24.08 | 14.64 | 164% |
| Returns for 5 years | 25.95 | 9.05 | 287% |
| Returns for 10 years | N/A | 38.99 | - |
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