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FROTX vs PHIKX
FROTX vs PHIKX Comparison
Open Charts FROTX vs PHIKX
Franklin Convertible Securities C
Price$23.38
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets2.87B
Columbia Convertible Securities C
Price$23.42
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets1.17B
FROTX vs PHIKX Comparison Chart in %
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FROTX vs. PHIKX commentary
Aug 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 FROTX is a Sell and PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
FROTX has more cash in the bank: 2.87B vs. PHIKX (1.17B). PHIKX pays higher dividends than FROTX: PHIKX (1.09) vs FROTX (0.64). FROTX was incepted earlier than PHIKX: FROTX (30 years) vs PHIKX (29 years). PHIKX (1.90) is less costly to investors than FROTX (1.59). PHIKX is a more actively managed with annual turnover of: 108.00 vs. FROTX (37.31). FROTX has a lower initial minimum investment than PHIKX: FROTX (1000) vs PHIKX (2000). PHIKX IRA initial investment is lower compared to FROTX: PHIKX (1000) vs FROTX (250). PHIKX annual gain was more profitable for investors over the last year : 18.07 vs. FROTX (14.46). PHIKX return over 5 years is better than : -2.69 vs. FROTX (-10.26).
| FROTX | PHIKX | FROTX / PHIKX | |
| Total Expense Ratio | 1.58 | 1.83 | 86% |
| Annual Report Gross Expense Ratio | 1.59 | 1.90 | 84% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 4.746 | 8.550 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 1000 | 25% |
| Net Assets | 2.87B | 1.17B | 246% |
| Annual Yield % from dividends | 0.64 | 1.09 | 59% |
| Returns for 1 year | 14.46 | 18.07 | 80% |
| Returns for 3 years | 13.48 | 21.92 | 61% |
| Returns for 5 years | -10.26 | -2.69 | 382% |
| Returns for 10 years | 37.79 | 44.14 | 86% |