FCVSX vs. LPXZX
Compare and contrast key facts about Fidelity Convertible Securities Fund (FCVSX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
FCVSX is managed by Fidelity. It was launched on Jan 5, 1987. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
FCVSX vs. LPXZX - Performance Comparison
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FCVSX vs. LPXZX - 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% |
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, FCVSX achieves a 1.37% return, which is significantly higher than LPXZX's -0.77% return. Over the past 10 years, FCVSX has outperformed LPXZX with an annualized return of 10.76%, while LPXZX has yielded a comparatively lower 4.14% 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%
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%
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FCVSX vs. LPXZX - Expense Ratio Comparison
FCVSX has a 0.67% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
FCVSX vs. LPXZX — Risk / Return Rank
FCVSX
LPXZX
FCVSX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Convertible Securities Fund (FCVSX) 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.
| FCVSX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 2.05 | -1.28 |
Sortino ratioReturn per unit of downside risk | 1.04 | 2.58 | -1.54 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.52 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.11 | -1.03 |
Martin ratioReturn relative to average drawdown | 3.26 | 8.95 | -5.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCVSX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 2.05 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 1.28 | -0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 1.10 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 1.05 | -0.36 |
Correlation
The correlation between FCVSX 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
FCVSX vs. LPXZX - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 2.18%, less than LPXZX's 4.59% 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% |
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
FCVSX vs. LPXZX - Drawdown Comparison
The maximum FCVSX drawdown since its inception was -58.76%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for FCVSX and LPXZX.
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Drawdown Indicators
| FCVSX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.76% | -18.13% | -40.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -2.14% | -8.54% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -9.69% | -14.49% |
Max Drawdown (10Y)Largest decline over 10 years | -25.08% | -18.13% | -6.95% |
Current DrawdownCurrent decline from peak | -9.45% | -2.14% | -7.31% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -1.50% | -5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 0.50% | +3.04% |
Volatility
FCVSX vs. LPXZX - Volatility Comparison
Fidelity Convertible Securities Fund (FCVSX) has a higher volatility of 6.33% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that FCVSX'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.
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Volatility by Period
| FCVSX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 0.87% | +5.46% |
Volatility (6M)Calculated over the trailing 6-month period | 15.41% | 1.40% | +14.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 2.23% | +15.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.80% | 2.68% | +11.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.72% | 3.77% | +9.95% |