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FIQVX vs NCIAX
FIQVX vs NCIAX Comparison
Open Charts FIQVX vs NCIAX
Fidelity Advisor Convertible Secs Z
Price$33.06
Change+$0.21 (+0.64%)
VolumeN/A
Net Assets1.76B
Columbia Convertible Securities Inst
Price$21.18
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets1.09B
FIQVX vs NCIAX Comparison Chart
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FIQVX vs. NCIAX commentary
Apr 28, 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: 1.76B vs. NCIAX (1.09B). FIQVX pays higher dividends than NCIAX: FIQVX (3.40) vs NCIAX (2.16). 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 (72.00) and FIQVX (70.00) have comparable annual turnover. 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 : 8.46 vs. FIQVX (6.47). FIQVX return over 5 years is better than : 26.26 vs. NCIAX (13.09).
| 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 | -2.639 | -2.304 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.76B | 1.09B | 162% |
| Annual Yield % from dividends | 3.40 | 2.16 | 157% |
| Returns for 1 year | 6.47 | 8.46 | 77% |
| Returns for 3 years | 10.66 | 1.53 | 696% |
| Returns for 5 years | 26.26 | 13.09 | 201% |
| Returns for 10 years | N/A | 34.87 | - |
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