FCVSX vs. CPXIX
Compare and contrast key facts about Fidelity Convertible Securities Fund (FCVSX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
FCVSX is managed by Fidelity. It was launched on Jan 5, 1987. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Performance
FCVSX vs. CPXIX - Performance Comparison
Loading graphics...
FCVSX vs. CPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 1.37% | 8.52% | 13.91% | 11.42% | -15.33% | 9.95% | 42.52% | 28.58% | -1.29% | 9.03% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | -1.38% | 8.44% | 10.39% | 6.38% | -12.37% | 2.75% | 6.47% | 18.11% | -4.65% | 10.88% |
Returns By Period
In the year-to-date period, FCVSX achieves a 1.37% return, which is significantly higher than CPXIX's -1.38% return. Over the past 10 years, FCVSX has outperformed CPXIX with an annualized return of 10.76%, while CPXIX has yielded a comparatively lower 4.63% annualized return.
FCVSX
- 1D
- -1.70%
- 1M
- -5.62%
- YTD
- 1.37%
- 6M
- -5.95%
- 1Y
- 14.23%
- 3Y*
- 10.31%
- 5Y*
- 4.58%
- 10Y*
- 10.76%
CPXIX
- 1D
- -0.08%
- 1M
- -2.69%
- YTD
- -1.38%
- 6M
- -0.05%
- 1Y
- 5.92%
- 3Y*
- 9.11%
- 5Y*
- 2.53%
- 10Y*
- 4.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCVSX vs. CPXIX - Expense Ratio Comparison
FCVSX has a 0.67% expense ratio, which is lower than CPXIX's 0.84% expense ratio.
Return for Risk
FCVSX vs. CPXIX — Risk / Return Rank
FCVSX
CPXIX
FCVSX vs. CPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Convertible Securities Fund (FCVSX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX). 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.
| FCVSX | CPXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.83 | -1.06 |
Sortino ratioReturn per unit of downside risk | 1.04 | 2.28 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.43 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.65 | -0.57 |
Martin ratioReturn relative to average drawdown | 3.26 | 6.77 | -3.51 |
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
| FCVSX | CPXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.83 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.54 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.76 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 1.14 | -0.44 |
Correlation
The correlation between FCVSX and CPXIX is 0.38, 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
FCVSX vs. CPXIX - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 2.18%, less than CPXIX's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 2.18% | 2.21% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.11% | 4.90% | 10.41% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.26% | 5.54% | 5.52% | 5.76% | 5.40% | 4.89% | 5.17% | 5.30% | 5.88% | 5.01% | 5.75% | 5.91% |
Drawdowns
FCVSX vs. CPXIX - Drawdown Comparison
The maximum FCVSX drawdown since its inception was -58.76%, which is greater than CPXIX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for FCVSX and CPXIX.
Loading graphics...
Drawdown Indicators
| FCVSX | CPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.76% | -25.56% | -33.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -3.26% | -7.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -20.00% | -4.18% |
Max Drawdown (10Y)Largest decline over 10 years | -25.08% | -25.56% | +0.48% |
Current DrawdownCurrent decline from peak | -9.45% | -3.00% | -6.45% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -2.72% | -4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 0.82% | +2.72% |
Volatility
FCVSX vs. CPXIX - Volatility Comparison
Fidelity Convertible Securities Fund (FCVSX) has a higher volatility of 6.33% compared to Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) at 1.22%. This indicates that FCVSX's price experiences larger fluctuations and is considered to be riskier than CPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FCVSX | CPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 1.22% | +5.11% |
Volatility (6M)Calculated over the trailing 6-month period | 15.41% | 1.76% | +13.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 3.16% | +15.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.80% | 4.67% | +9.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.72% | 6.15% | +7.57% |