FCVSX vs. O
Compare and contrast key facts about Fidelity Convertible Securities Fund (FCVSX) and Realty Income Corporation (O).
FCVSX is managed by Fidelity. It was launched on Jan 5, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCVSX or O.
Correlation
The correlation between FCVSX and O is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCVSX vs. O - Performance Comparison
Key characteristics
FCVSX:
0.51
O:
0.53
FCVSX:
0.78
O:
0.79
FCVSX:
1.11
O:
1.10
FCVSX:
0.28
O:
0.36
FCVSX:
1.18
O:
0.97
FCVSX:
6.15%
O:
9.22%
FCVSX:
13.99%
O:
18.42%
FCVSX:
-58.76%
O:
-48.45%
FCVSX:
-17.98%
O:
-12.10%
Returns By Period
In the year-to-date period, FCVSX achieves a -0.10% return, which is significantly lower than O's 8.70% return. Over the past 10 years, FCVSX has underperformed O with an annualized return of 3.23%, while O has yielded a comparatively higher 7.44% annualized return.
FCVSX
-0.10%
5.58%
-4.92%
7.11%
4.57%
3.23%
O
8.70%
5.51%
1.41%
9.72%
7.11%
7.44%
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Risk-Adjusted Performance
FCVSX vs. O — Risk-Adjusted Performance Rank
FCVSX
O
FCVSX vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Convertible Securities Fund (FCVSX) and Realty Income Corporation (O). 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.
Dividends
FCVSX vs. O - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 3.56%, less than O's 5.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 3.56% | 3.30% | 2.13% | 2.35% | 1.66% | 2.90% | 1.45% | 3.84% | 2.60% | 3.35% | 2.86% | 5.99% |
O Realty Income Corporation | 5.60% | 5.37% | 5.33% | 4.68% | 6.95% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
FCVSX vs. O - Drawdown Comparison
The maximum FCVSX drawdown since its inception was -58.76%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for FCVSX and O. For additional features, visit the drawdowns tool.
Volatility
FCVSX vs. O - Volatility Comparison
The current volatility for Fidelity Convertible Securities Fund (FCVSX) is 3.96%, while Realty Income Corporation (O) has a volatility of 4.49%. This indicates that FCVSX experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.