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FROTX vs NCIAX
FROTX vs NCIAX Comparison
Open Charts FROTX vs NCIAX
Franklin Convertible Securities C
Price$23.77
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.92B
Columbia Convertible Securities Inst
Price$24.10
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.19B
FROTX vs NCIAX Comparison Chart in %
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FROTX vs. NCIAX commentary
Sep 04, 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 FROTX is a Hold and NCIAX is a Hold.
FUNDAMENTALS
Fundamentals
FROTX has more cash in the bank: 2.92B vs. NCIAX (1.19B). NCIAX pays higher dividends than FROTX: NCIAX (1.96) vs FROTX (0.63). FROTX was incepted earlier than NCIAX: FROTX (30 years) vs NCIAX (26 years). FROTX (1.59) is less costly to investors than NCIAX (0.90). NCIAX is a more actively managed with annual turnover of: 108.00 vs. FROTX (37.31). FROTX has a lower initial minimum investment than NCIAX: FROTX (1000) vs NCIAX (2000). NCIAX IRA initial investment is lower compared to FROTX: NCIAX (1000) vs FROTX (250). NCIAX annual gain was more profitable for investors over the last year : 18.40 vs. FROTX (12.78). NCIAX return over 5 years is better than : 2.12 vs. FROTX (-7.94).
| FROTX | NCIAX | FROTX / NCIAX | |
| Total Expense Ratio | 1.58 | 0.83 | 190% |
| Annual Report Gross Expense Ratio | 1.59 | 0.90 | 177% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 6.675 | 12.040 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 1000 | 25% |
| Net Assets | 2.92B | 1.19B | 245% |
| Annual Yield % from dividends | 0.63 | 1.96 | 32% |
| Returns for 1 year | 12.78 | 18.40 | 69% |
| Returns for 3 years | 18.83 | 32.40 | 58% |
| Returns for 5 years | -7.94 | 2.12 | -374% |
| Returns for 10 years | 46.42 | 70.15 | 66% |
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