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FIQVX vs PCVRX
FIQVX vs PCVRX Comparison
Open Charts FIQVX vs PCVRX
Fidelity Advisor Convertible Secs Z
Price$35.14
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.79B
Putnam Convertible Securities R
Price$26.15
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets500.87M
FIQVX vs PCVRX Comparison Chart in %
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FIQVX vs. PCVRX commentary
Jun 22, 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 PCVRX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.8B vs. PCVRX (501M). FIQVX pays higher dividends than PCVRX: FIQVX (3.47) vs PCVRX (1.69). FIQVX was incepted earlier than PCVRX: FIQVX (7 years) vs PCVRX (22 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 : 13.09 vs. FIQVX (10.53). FIQVX return over 5 years is better than : 22.35 vs. PCVRX (0.47).
| 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 | 22 years | - |
| Gain YTD | 3.486 | 3.313 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 501M | 358% |
| Annual Yield % from dividends | 3.47 | 1.69 | 206% |
| Returns for 1 year | 10.53 | 13.09 | 80% |
| Returns for 3 years | 31.37 | 29.47 | 106% |
| Returns for 5 years | 22.35 | 0.47 | 4,769% |
| Returns for 10 years | N/A | 14.60 | - |
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