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FIQVX vs PHIKX
FIQVX vs PHIKX Comparison
Open Charts FIQVX vs PHIKX
Fidelity Advisor Convertible Secs Z
Price$36.36
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets1.88B
Columbia Convertible Securities C
Price$23.03
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets1.17B
FIQVX vs PHIKX Comparison Chart in %
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FIQVX vs. PHIKX commentary
Jul 08, 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 PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
FIQVX has more cash in the bank: 1.88B vs. PHIKX (1.17B). FIQVX pays higher dividends than PHIKX: FIQVX (3.32) vs PHIKX (1.13). 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 : 14.29 vs. FIQVX (13.58). FIQVX return over 5 years is better than : 21.45 vs. PHIKX (-0.03).
| 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 | 7.521 | 7.017 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 1.88B | 1.17B | 161% |
| Annual Yield % from dividends | 3.32 | 1.13 | 295% |
| Returns for 1 year | 13.58 | 14.29 | 95% |
| Returns for 3 years | 33.60 | 27.72 | 121% |
| Returns for 5 years | 21.45 | -0.03 | -71,591% |
| Returns for 10 years | N/A | 40.60 | - |
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