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FIQVX vs PCONX
FIQVX vs PCONX Comparison
Open Charts FIQVX vs PCONX
Fidelity Advisor Convertible Secs Z
Price$34.38
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.74B
Putnam Convertible Securities A
Price$25.93
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets497.73M
FIQVX vs PCONX Comparison Chart
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FIQVX vs. PCONX commentary
May 23, 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 PCONX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.74B vs. PCONX (498M). FIQVX pays higher dividends than PCONX: FIQVX (3.59) vs PCONX (1.99). FIQVX was incepted earlier than PCONX: FIQVX (7 years) vs PCONX (53 years). PCONX (1.03) is less costly to investors than FIQVX (0.60). FIQVX is a more actively managed with annual turnover of: 70.00 vs. PCONX (61.00). FIQVX (0) and PCONX (0) have matching initial minimum investment requirements. PCONX annual gain was more profitable for investors over the last year : 11.17 vs. FIQVX (6.91). FIQVX return over 5 years is better than : 25.99 vs. PCONX (6.52).
| FIQVX | PCONX | FIQVX / PCONX | |
| Total Expense Ratio | 0.60 | 1.03 | 58% |
| Annual Report Gross Expense Ratio | 0.60 | 1.03 | 58% |
| Fund Existence | 7 years | 53 years | - |
| Gain YTD | 1.189 | 1.788 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 498M | 349% |
| Annual Yield % from dividends | 3.59 | 1.99 | 181% |
| Returns for 1 year | 6.91 | 11.17 | 62% |
| Returns for 3 years | 22.41 | 22.59 | 99% |
| Returns for 5 years | 25.99 | 6.52 | 399% |
| Returns for 10 years | N/A | 15.94 | - |
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