FIQVX vs. FICVX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) and Fidelity Advisor Convertible Securities Fund Class I (FICVX).
FIQVX is managed by Fidelity. It was launched on Oct 2, 2018. FICVX is managed by Fidelity. It was launched on Feb 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIQVX or FICVX.
Correlation
The correlation between FIQVX and FICVX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FIQVX vs. FICVX - Performance Comparison
Key characteristics
FIQVX:
1.14
FICVX:
1.12
FIQVX:
1.53
FICVX:
1.51
FIQVX:
1.21
FICVX:
1.21
FIQVX:
0.47
FICVX:
0.46
FIQVX:
4.17
FICVX:
4.11
FIQVX:
2.88%
FICVX:
2.89%
FIQVX:
10.60%
FICVX:
10.60%
FIQVX:
-36.22%
FICVX:
-36.24%
FIQVX:
-15.16%
FICVX:
-15.47%
Returns By Period
The year-to-date returns for both stocks are quite close, with FIQVX having a 3.13% return and FICVX slightly lower at 3.09%.
FIQVX
3.13%
-1.01%
7.28%
13.93%
4.26%
N/A
FICVX
3.09%
-1.04%
7.18%
13.77%
4.13%
3.27%
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FIQVX vs. FICVX - Expense Ratio Comparison
FIQVX has a 0.59% expense ratio, which is lower than FICVX's 0.70% expense ratio.
Risk-Adjusted Performance
FIQVX vs. FICVX — Risk-Adjusted Performance Rank
FIQVX
FICVX
FIQVX vs. FICVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) and Fidelity Advisor Convertible Securities Fund Class I (FICVX). 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
FIQVX vs. FICVX - Dividend Comparison
FIQVX's dividend yield for the trailing twelve months is around 3.31%, more than FICVX's 3.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIQVX Fidelity Advisor Convertible Securities Fund Class Z | 3.31% | 3.41% | 2.24% | 2.44% | 1.77% | 2.99% | 1.57% | 2.26% | 0.00% | 0.00% | 0.00% | 0.00% |
FICVX Fidelity Advisor Convertible Securities Fund Class I | 3.19% | 3.28% | 2.12% | 2.29% | 1.63% | 2.87% | 1.45% | 3.82% | 2.58% | 3.34% | 2.83% | 5.97% |
Drawdowns
FIQVX vs. FICVX - Drawdown Comparison
The maximum FIQVX drawdown since its inception was -36.22%, roughly equal to the maximum FICVX drawdown of -36.24%. Use the drawdown chart below to compare losses from any high point for FIQVX and FICVX. For additional features, visit the drawdowns tool.
Volatility
FIQVX vs. FICVX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) and Fidelity Advisor Convertible Securities Fund Class I (FICVX) have volatilities of 2.58% and 2.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.