Fidelity Convertible Securities Fund (FCVSX) Alternatives

Fidelity Convertible Securities Fund (FCVSX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FCVSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to FCVSX

FCVSX charges 0.67% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among FCVSX alternatives.

Symbol	Name	Expense Ratio	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	Oct 2, 2018	FCVSX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	Nov 29, 2015	FCVSX vs LPXZX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	Feb 19, 2009	FCVSX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	Dec 18, 2006	FCVSX vs NPSRX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	Apr 30, 2002	FCVSX vs PPSIX

Best Risk-Adjusted Alternatives to FCVSX

Among mutual funds in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
LBFFX	Lord Abbett Convertible Fund Class F	90	—	FCVSX vs LBFFX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	90	Nov 29, 2015	FCVSX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	90	Dec 18, 2006	FCVSX vs NPSRX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	89	Feb 28, 2019	FCVSX vs PISHX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	FCVSX vs PCSFX

Top Performing FCVSX Alternatives (YTD)

FCVSX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
LBFFX	Lord Abbett Convertible Fund Class F	1.71%	—	FCVSX vs LBFFX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	1.40%	Oct 2, 2018	FCVSX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	1.37%	Feb 19, 2009	FCVSX vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	1.33%	Feb 19, 2009	FCVSX vs FACVX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	1.27%	Feb 19, 2009	FCVSX vs FTCVX

Lowest Volatility Alternatives to FCVSX

FCVSX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.23%	Nov 29, 2015	FCVSX vs LPXZX
PCSFX	Principal Capital Securities Fund	2.66%	Mar 13, 2014	FCVSX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.80%	Apr 11, 2011	FCVSX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.86%	Apr 30, 2002	FCVSX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.16%	May 2, 2010	FCVSX vs CPXIX

Lowest Drawdown Alternatives to FCVSX

FCVSX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	Nov 29, 2015	FCVSX vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	FCVSX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	FCVSX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	FCVSX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	FCVSX vs CPXIX

Other Mutual Funds from Fidelity

Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	FCVSX vs FXAIX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	46	-6.77%	—	FCVSX vs FZROX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	28	-13.03%	—	FCVSX vs FSPGX
FSELX	Fidelity Select Semiconductors Portfolio	Technology Equities	94	0.00%	Jul 29, 1985	FCVSX vs FSELX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	45	-6.77%	—	FCVSX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	54	-11.15%	Dec 31, 1987	FCVSX vs FBGRX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	45	-7.30%	—	FCVSX vs FNILX
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	44	-8.57%	May 17, 1967	FCVSX vs FCNTX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	64	-1.94%	Nov 5, 1997	FCVSX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	79	-1.15%	Jun 7, 2016	FCVSX vs FTIHX

Often Compared With FCVSX

What investors most often compare with FCVSX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ICVT	iShares Convertible Bond ETF	Preferred Stock/Convertible Bonds	87	3.58%	Jun 2, 2015	FCVSX vs ICVT
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	FCVSX vs SPY
PCONX	Putnam Convertible Securities Fund	Convertible Bonds	62	-0.37%	Jun 28, 1972	FCVSX vs PCONX
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	37	-3.14%	Feb 21, 1950	FCVSX vs AMRMX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	FCVSX vs VOO
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	66	-8.17%	Apr 5, 2019	FCVSX vs VOOG
FBALX	Fidelity Balanced Fund	Diversified Portfolio	73	-3.70%	Nov 6, 1986	FCVSX vs FBALX
O	Realty Income Corporation		65	9.95%	—	FCVSX vs O
FPHAX	Fidelity Select Pharmaceuticals Portfolio	Health & Biotech Equities	66	-2.56%	Jun 17, 2001	FCVSX vs FPHAX
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	59	-3.19%	Apr 14, 1987	FCVSX vs FISCX
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	Multistrategy	100	1.39%	Aug 14, 2017	FCVSX vs ARBIX
LCFYX	Lord Abbett Convertible Fund	Convertible Bonds	90	1.76%	Jun 29, 2003	FCVSX vs LCFYX
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	81	-2.86%	Jul 26, 1975	FCVSX vs ABALX
ANNPX	Virtus Convertible Fund	Convertible Bonds	91	-0.19%	Apr 18, 1993	FCVSX vs ANNPX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	82	-0.89%	Apr 12, 2015	FCVSX vs PFINX
FLPSX	Fidelity Low-Priced Stock Fund	Mid Cap Value Equities	44	-1.04%	Dec 27, 1989	FCVSX vs FLPSX
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	80	0.32%	Sep 9, 2015	FCVSX vs FMSDX
HSTRX	Hussman Strategic Total Return Fund	Tactical Allocation	97	3.20%	Sep 11, 2002	FCVSX vs HSTRX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	50	-4.59%	Mar 31, 1994	FCVSX vs NOIEX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	-2.58%	—	FCVSX vs PSF

Compare FCVSX with Any Fund or Stock

Compare FCVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Fidelity Convertible Securities Fund

Symbol name