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FTCVX vs PHIKX
FTCVX vs PHIKX Comparison
Open Charts FTCVX vs PHIKX
Fidelity Advisor Convertible Secs M
Price$36.48
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets1.94B
Columbia Convertible Securities C
Price$23.36
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.17B
FTCVX vs PHIKX Comparison Chart in %
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FTCVX 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 FTCVX is a Buy and PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
FTCVX has more cash in the bank: 1.94B vs. PHIKX (1.17B). FTCVX pays higher dividends than PHIKX: FTCVX (2.38) vs PHIKX (1.09). FTCVX was incepted earlier than PHIKX: FTCVX (16 years) vs PHIKX (29 years). PHIKX (1.90) is less costly to investors than FTCVX (1.24). PHIKX is a more actively managed with annual turnover of: 108.00 vs. FTCVX (70.00). FTCVX has a lower initial minimum investment than PHIKX: FTCVX (0) vs PHIKX (2000). PHIKX IRA initial investment is lower compared to FTCVX: PHIKX (1000) vs FTCVX (500). PHIKX annual gain was more profitable for investors over the last year : 17.96 vs. FTCVX (15.92). FTCVX return over 5 years is better than : 13.16 vs. PHIKX (-2.44).
| FTCVX | PHIKX | FTCVX / PHIKX | |
| Total Expense Ratio | 1.24 | 1.83 | 68% |
| Annual Report Gross Expense Ratio | 1.24 | 1.90 | 65% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 8.291 | 8.829 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 1.94B | 1.17B | 166% |
| Annual Yield % from dividends | 2.38 | 1.09 | 218% |
| Returns for 1 year | 15.92 | 17.96 | 89% |
| Returns for 3 years | 23.94 | 23.03 | 104% |
| Returns for 5 years | 13.16 | -2.44 | -540% |
| Returns for 10 years | 41.98 | 45.61 | 92% |
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