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FIQVX vs PHIKX
FIQVX vs PHIKX Comparison
Open Charts FIQVX vs PHIKX
Fidelity Advisor Convertible Secs Z
Price$33.06
Change+$0.21 (+0.64%)
VolumeN/A
Net Assets1.76B
Columbia Convertible Securities C
Price$21.02
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.09B
FIQVX vs PHIKX Comparison Chart
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FIQVX vs. PHIKX commentary
Apr 28, 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: 1.76B vs. PHIKX (1.09B). FIQVX pays higher dividends than PHIKX: FIQVX (3.40) 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 (72.00) and FIQVX (70.00) have comparable annual turnover. 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 : 7.34 vs. FIQVX (6.47). FIQVX return over 5 years is better than : 26.26 vs. PHIKX (7.44).
| 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 | -2.639 | -2.615 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.76B | 1.09B | 162% |
| Annual Yield % from dividends | 3.40 | 1.16 | 292% |
| Returns for 1 year | 6.47 | 7.34 | 88% |
| Returns for 3 years | 10.66 | -1.56 | -682% |
| Returns for 5 years | 26.26 | 7.44 | 353% |
| Returns for 10 years | N/A | 22.54 | - |
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