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FTCVX vs PHIKX
FTCVX vs PHIKX Comparison
Open Charts FTCVX vs PHIKX
Fidelity Advisor Convertible Secs M
Price$37.96
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets1.99B
Columbia Convertible Securities C
Price$24.18
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets1.19B
FTCVX vs PHIKX Comparison Chart in %
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FTCVX vs. PHIKX commentary
Sep 09, 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: 1.99B vs. PHIKX (1.19B). FTCVX pays higher dividends than PHIKX: FTCVX (2.34) vs PHIKX (1.07). FTCVX was incepted earlier than PHIKX: FTCVX (17 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 : 19.18 vs. FTCVX (17.41). FTCVX return over 5 years is better than : 16.06 vs. PHIKX (-1.09).
| FTCVX | PHIKX | FTCVX / PHIKX | |
| Total Expense Ratio | 1.24 | 1.83 | 68% |
| Annual Report Gross Expense Ratio | 1.24 | 1.90 | 65% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 11.810 | 12.035 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 1.99B | 1.19B | 168% |
| Annual Yield % from dividends | 2.34 | 1.07 | 217% |
| Returns for 1 year | 17.41 | 19.18 | 91% |
| Returns for 3 years | 26.21 | 25.84 | 101% |
| Returns for 5 years | 16.06 | -1.09 | -1,473% |
| Returns for 10 years | 50.89 | 53.39 | 95% |
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