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FTCVX vs PBXCX
FTCVX vs PBXCX Comparison
Open Charts FTCVX vs PBXCX
Fidelity Advisor Convertible Secs M
Price$36.55
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets1.94B
Rational/Pier 88 Convertible Secs C
Price$10.99
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets209.27M
FTCVX vs PBXCX Comparison Chart in %
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FTCVX vs. PBXCX commentary
Aug 11, 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 FTCVX is a Buy and PBXCX is a Hold.
FUNDAMENTALS
Fundamentals
FTCVX has more cash in the bank: 1.94B vs. PBXCX (209M). FTCVX pays higher dividends than PBXCX: FTCVX (2.38) vs PBXCX (1.92). FTCVX was incepted earlier than PBXCX: FTCVX (16 years) vs PBXCX (6 years). PBXCX (2.14) is less costly to investors than FTCVX (1.24). PBXCX is a more actively managed with annual turnover of: 114.00 vs. FTCVX (70.00). FTCVX has a lower initial minimum investment than PBXCX: FTCVX (0) vs PBXCX (1000). FTCVX annual gain was more profitable for investors over the last year : 14.61 vs. PBXCX (6.10). FTCVX return over 5 years is better than : 12.95 vs. PBXCX (7.56).
| FTCVX | PBXCX | FTCVX / PBXCX | |
| Total Expense Ratio | 1.24 | 1.99 | 62% |
| Annual Report Gross Expense Ratio | 1.24 | 2.14 | 58% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 8.084 | 0.850 | 951% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 1.94B | 209M | 926% |
| Annual Yield % from dividends | 2.38 | 1.92 | 124% |
| Returns for 1 year | 14.61 | 6.10 | 239% |
| Returns for 3 years | 23.85 | 6.82 | 350% |
| Returns for 5 years | 12.95 | 7.56 | 171% |
| Returns for 10 years | 41.02 | N/A | - |
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