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FIQVX vs PCVRX
FIQVX vs PCVRX Comparison
Open Charts FIQVX vs PCVRX
Fidelity Advisor Convertible Secs Z
Price$33.96
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.74B
Putnam Convertible Securities R
Price$25.37
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets493.36M
FIQVX vs PCVRX Comparison Chart
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FIQVX vs. PCVRX commentary
May 11, 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 PCVRX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.74B vs. PCVRX (493M). FIQVX pays higher dividends than PCVRX: FIQVX (3.59) vs PCVRX (1.75). FIQVX was incepted earlier than PCVRX: FIQVX (7 years) vs PCVRX (21 years). PCVRX (1.28) is less costly to investors than FIQVX (0.60). FIQVX is a more actively managed with annual turnover of: 70.00 vs. PCVRX (61.00). FIQVX (0) and PCVRX (0) have matching initial minimum investment requirements. PCVRX annual gain was more profitable for investors over the last year : 10.35 vs. FIQVX (7.21). FIQVX return over 5 years is better than : 25.42 vs. PCVRX (5.87).
| FIQVX | PCVRX | FIQVX / PCVRX | |
| Total Expense Ratio | 0.60 | 1.28 | 47% |
| Annual Report Gross Expense Ratio | 0.60 | 1.28 | 47% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | -0.048 | 0.429 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 493M | 352% |
| Annual Yield % from dividends | 3.59 | 1.75 | 205% |
| Returns for 1 year | 7.21 | 10.35 | 70% |
| Returns for 3 years | 22.40 | 21.06 | 106% |
| Returns for 5 years | 25.42 | 5.87 | 433% |
| Returns for 10 years | N/A | 12.95 | - |