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FIQVX vs PHIKX
FIQVX vs PHIKX Comparison
Open Charts FIQVX vs PHIKX
Fidelity Advisor Convertible Secs Z
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets1.74B
Columbia Convertible Securities C
Price$21.78
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.11B
FIQVX vs PHIKX Comparison Chart
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FIQVX vs. PHIKX commentary
May 25, 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 PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.74B vs. PHIKX (1.11B). FIQVX pays higher dividends than PHIKX: FIQVX (3.59) vs PHIKX (1.16). FIQVX was incepted earlier than PHIKX: FIQVX (7 years) vs PHIKX (29 years). PHIKX (1.91) is less costly to investors than FIQVX (0.60). PHIKX is a more actively managed with annual turnover of: 108.00 vs. FIQVX (70.00). FIQVX has a lower initial minimum investment than PHIKX: FIQVX (0) vs PHIKX (2000). PHIKX annual gain was more profitable for investors over the last year : 9.39 vs. FIQVX (7.91). FIQVX return over 5 years is better than : 25.95 vs. PHIKX (3.59).
| FIQVX | PHIKX | FIQVX / PHIKX | |
| Total Expense Ratio | 0.60 | 1.83 | 33% |
| Annual Report Gross Expense Ratio | 0.60 | 1.91 | 31% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 1.160 | 0.906 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.74B | 1.11B | 157% |
| Annual Yield % from dividends | 3.59 | 1.16 | 310% |
| Returns for 1 year | 7.91 | 9.39 | 84% |
| Returns for 3 years | 24.08 | 11.20 | 215% |
| Returns for 5 years | 25.95 | 3.59 | 722% |
| Returns for 10 years | N/A | 26.33 | - |
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