PCSFX vs. FCCVX
Compare and contrast key facts about Principal Capital Securities Fund (PCSFX) and Fidelity Advisor Convertible Securities Fund Class C (FCCVX).
PCSFX is managed by Principal. It was launched on Mar 13, 2014. FCCVX is managed by Fidelity. It was launched on Feb 19, 2009.
Performance
PCSFX vs. FCCVX - Performance Comparison
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PCSFX vs. FCCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSFX Principal Capital Securities Fund | -1.00% | 8.96% | 12.15% | 6.82% | -11.35% | 3.74% | 7.71% | 17.41% | -4.61% | 11.57% |
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 3.79% | 17.04% | 7.28% | 10.24% | -16.22% | 8.77% | 41.00% | 27.26% | -2.32% | 8.22% |
Returns By Period
In the year-to-date period, PCSFX achieves a -1.00% return, which is significantly lower than FCCVX's 3.79% return. Over the past 10 years, PCSFX has underperformed FCCVX with an annualized return of 5.48%, while FCCVX has yielded a comparatively higher 10.32% annualized return.
PCSFX
- 1D
- 0.42%
- 1M
- -2.16%
- YTD
- -1.00%
- 6M
- 0.77%
- 1Y
- 6.02%
- 3Y*
- 9.96%
- 5Y*
- 3.45%
- 10Y*
- 5.48%
FCCVX
- 1D
- 2.61%
- 1M
- -4.16%
- YTD
- 3.79%
- 6M
- 3.68%
- 1Y
- 25.89%
- 3Y*
- 11.45%
- 5Y*
- 4.50%
- 10Y*
- 10.32%
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PCSFX vs. FCCVX - Expense Ratio Comparison
PCSFX has a 0.00% expense ratio, which is lower than FCCVX's 1.74% expense ratio.
Return for Risk
PCSFX vs. FCCVX — Risk / Return Rank
PCSFX
FCCVX
PCSFX vs. FCCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Securities Fund (PCSFX) and Fidelity Advisor Convertible Securities Fund Class C (FCCVX). 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.
| PCSFX | FCCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.25 | 1.68 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.83 | 2.30 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.58 | 1.31 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 3.36 | -1.34 |
Martin ratioReturn relative to average drawdown | 8.88 | 12.39 | -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. | |||
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Sharpe Ratios by Period
| PCSFX | FCCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.25 | 1.68 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.34 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.09 | 0.77 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.87 | +0.22 |
Correlation
The correlation between PCSFX and FCCVX is 0.28, 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
PCSFX vs. FCCVX - Dividend Comparison
PCSFX's dividend yield for the trailing twelve months is around 5.61%, less than FCCVX's 10.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSFX Principal Capital Securities Fund | 5.61% | 5.80% | 5.50% | 5.75% | 5.68% | 4.57% | 4.88% | 5.43% | 6.07% | 5.14% | 5.08% | 5.78% |
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 10.09% | 10.47% | 1.32% | 1.12% | 2.62% | 19.63% | 9.96% | 2.31% | 8.75% | 3.35% | 3.85% | 9.24% |
Drawdowns
PCSFX vs. FCCVX - Drawdown Comparison
The maximum PCSFX drawdown since its inception was -22.42%, smaller than the maximum FCCVX drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for PCSFX and FCCVX.
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Drawdown Indicators
| PCSFX | FCCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -25.13% | +2.71% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -7.75% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -18.67% | -24.66% | +5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -22.42% | -25.13% | +2.71% |
Current DrawdownCurrent decline from peak | -2.56% | -4.43% | +1.87% |
Average DrawdownAverage peak-to-trough decline | -2.50% | -6.24% | +3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 2.10% | -1.42% |
Volatility
PCSFX vs. FCCVX - Volatility Comparison
The current volatility for Principal Capital Securities Fund (PCSFX) is 1.27%, while Fidelity Advisor Convertible Securities Fund Class C (FCCVX) has a volatility of 6.83%. This indicates that PCSFX experiences smaller price fluctuations and is considered to be less risky than FCCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSFX | FCCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 6.83% | -5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | 12.30% | -10.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.69% | 15.81% | -13.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.26% | 13.37% | -9.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 13.52% | -8.48% |