Ad is loading...
FIQVX vs PCNIX
FIQVX vs PCNIX Comparison
Open Charts FIQVX vs PCNIX
Fidelity Advisor Convertible Secs Z
Price$33.06
Change+$0.21 (+0.64%)
VolumeN/A
Net Assets1.76B
Putnam Convertible Securities I
Price$24.92
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets480.53M
FIQVX vs PCNIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQVX vs. PCNIX 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 PCNIX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.76B vs. PCNIX (481M). FIQVX pays higher dividends than PCNIX: FIQVX (3.40) vs PCNIX (2.37). FIQVX was incepted earlier than PCNIX: FIQVX (7 years) vs PCNIX (10 years). PCNIX (0.68) is less costly to investors than FIQVX (0.60). FIQVX is a more actively managed with annual turnover of: 70.00 vs. PCNIX (61.00). FIQVX has a lower initial minimum investment than PCNIX: FIQVX (0) vs PCNIX (5000000). PCNIX annual gain was more profitable for investors over the last year : 10.37 vs. FIQVX (6.47). FIQVX return over 5 years is better than : 26.26 vs. PCNIX (12.24).
| FIQVX | PCNIX | FIQVX / PCNIX | |
| Total Expense Ratio | 0.60 | 0.68 | 88% |
| Annual Report Gross Expense Ratio | 0.60 | 0.68 | 88% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | -2.639 | -2.280 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 481M | 367% |
| Annual Yield % from dividends | 3.40 | 2.37 | 143% |
| Returns for 1 year | 6.47 | 10.37 | 62% |
| Returns for 3 years | 10.66 | 12.50 | 85% |
| Returns for 5 years | 26.26 | 12.24 | 215% |
| Returns for 10 years | N/A | 16.70 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...