Interact to see
Advertisement
Advertisement
FIQVX vs PCONX
FIQVX vs PCONX Comparison
Open Charts FIQVX vs PCONX
Fidelity Advisor Convertible Secs Z
Price$36.41
Change-$0.35 (-0.95%)
VolumeN/A
Net Assets1.88B
Putnam Convertible Securities A
Price$27.20
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets519.89M
FIQVX vs PCONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIQVX vs. PCONX commentary
Jul 15, 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 Hold and PCONX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.88B vs. PCONX (520M). FIQVX pays higher dividends than PCONX: FIQVX (3.32) vs PCONX (1.54). 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 : 14.33 vs. FIQVX (12.68). FIQVX return over 5 years is better than : 20.51 vs. PCONX (-0.59).
| 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 | 7.898 | 6.732 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 520M | 361% |
| Annual Yield % from dividends | 3.32 | 1.54 | 215% |
| Returns for 1 year | 12.68 | 14.33 | 88% |
| Returns for 3 years | 35.81 | 33.79 | 106% |
| Returns for 5 years | 20.51 | -0.59 | -3,493% |
| Returns for 10 years | N/A | 23.77 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers