FCCVX vs. LPXZX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
FCCVX is managed by Fidelity. It was launched on Feb 19, 2009. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
FCCVX vs. LPXZX - Performance Comparison
Loading graphics...
FCCVX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 1.14% | 17.04% | 7.28% | 10.24% | -16.22% | 8.77% | 41.00% | 27.26% | -2.32% | 8.22% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 4.27% | 11.38% | -1.44% | 5.82% |
Returns By Period
In the year-to-date period, FCCVX achieves a 1.14% return, which is significantly higher than LPXZX's -0.77% return. Over the past 10 years, FCCVX has outperformed LPXZX with an annualized return of 10.03%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
FCCVX
- 1D
- -1.68%
- 1M
- -5.66%
- YTD
- 1.14%
- 6M
- 2.02%
- 1Y
- 23.28%
- 3Y*
- 10.49%
- 5Y*
- 4.24%
- 10Y*
- 10.03%
LPXZX
- 1D
- 0.00%
- 1M
- -1.88%
- YTD
- -0.77%
- 6M
- -0.06%
- 1Y
- 4.51%
- 3Y*
- 7.62%
- 5Y*
- 3.40%
- 10Y*
- 4.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCCVX vs. LPXZX - Expense Ratio Comparison
FCCVX has a 1.74% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
FCCVX vs. LPXZX — Risk / Return Rank
FCCVX
LPXZX
FCCVX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FCCVX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 2.05 | -0.58 |
Sortino ratioReturn per unit of downside risk | 2.02 | 2.58 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.52 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 2.11 | +0.60 |
Martin ratioReturn relative to average drawdown | 10.09 | 8.95 | +1.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FCCVX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 2.05 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 1.28 | -0.96 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 1.10 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 1.05 | -0.19 |
Correlation
The correlation between FCCVX and LPXZX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FCCVX vs. LPXZX - Dividend Comparison
FCCVX's dividend yield for the trailing twelve months is around 10.35%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 10.35% | 10.47% | 1.32% | 1.12% | 2.62% | 19.63% | 9.96% | 2.31% | 8.75% | 3.35% | 3.85% | 9.24% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | 4.59% | 4.84% | 5.10% | 4.92% | 4.45% | 4.21% | 4.36% | 4.51% | 4.71% | 3.78% | 4.10% | 0.00% |
Drawdowns
FCCVX vs. LPXZX - Drawdown Comparison
The maximum FCCVX drawdown since its inception was -25.13%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for FCCVX and LPXZX.
Loading graphics...
Drawdown Indicators
| FCCVX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -18.13% | -7.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -2.14% | -5.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -9.69% | -14.97% |
Max Drawdown (10Y)Largest decline over 10 years | -25.13% | -18.13% | -7.00% |
Current DrawdownCurrent decline from peak | -6.87% | -2.14% | -4.73% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -1.50% | -4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 0.50% | +1.58% |
Volatility
FCCVX vs. LPXZX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class C (FCCVX) has a higher volatility of 6.32% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that FCCVX's price experiences larger fluctuations and is considered to be riskier than LPXZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FCCVX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 0.87% | +5.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 1.40% | +10.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 2.23% | +13.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.34% | 2.68% | +10.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 3.77% | +9.73% |