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FIQVX vs PHIKX
FIQVX vs PHIKX Comparison
Open Charts FIQVX vs PHIKX
Fidelity Advisor Convertible Secs Z
Price$34.89
Change-$0.27 (-0.77%)
VolumeN/A
Net Assets1.79B
Columbia Convertible Securities C
Price$22.24
Change-$0.16 (-0.71%)
VolumeN/A
Net Assets1.13B
FIQVX vs PHIKX Comparison Chart
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FIQVX vs. PHIKX commentary
Jun 17, 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: 1.8B vs. PHIKX (1.13B). FIQVX pays higher dividends than PHIKX: FIQVX (3.47) vs PHIKX (1.12). 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 : 10.82 vs. FIQVX (9.18). FIQVX return over 5 years is better than : 24.45 vs. PHIKX (1.00).
| 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 | 2.750 | 3.037 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.8B | 1.13B | 159% |
| Annual Yield % from dividends | 3.47 | 1.12 | 309% |
| Returns for 1 year | 9.18 | 10.82 | 85% |
| Returns for 3 years | 30.13 | 16.91 | 178% |
| Returns for 5 years | 24.45 | 1.00 | 2,446% |
| Returns for 10 years | N/A | 29.79 | - |
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