Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) Alternatives

Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to CPXIX

CPXIX charges 0.84% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among CPXIX alternatives.

Symbol	Name	Expense Ratio	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	Oct 2, 2018	CPXIX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	Nov 29, 2015	CPXIX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	Jan 5, 1987	CPXIX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	Feb 19, 2009	CPXIX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	Dec 18, 2006	CPXIX vs NPSRX

Best Risk-Adjusted Alternatives to CPXIX

Among mutual funds in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
LBFFX	Lord Abbett Convertible Fund Class F	92	—	CPXIX vs LBFFX
NPSRX	Nuveen Preferred Securities & Income Fund	92	Dec 18, 2006	CPXIX vs NPSRX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	88	Oct 2, 2018	CPXIX vs FIQVX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	CPXIX vs PCSFX
CICVX	Calamos Convertible Fund	88	Jun 25, 1997	CPXIX vs CICVX

Top Performing CPXIX Alternatives (YTD)

CPXIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	4.10%	Oct 2, 2018	CPXIX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	4.07%	Feb 19, 2009	CPXIX vs FICVX
FCVSX	Fidelity Convertible Securities Fund	4.06%	Jan 5, 1987	CPXIX vs FCVSX
LBFFX	Lord Abbett Convertible Fund Class F	4.02%	—	CPXIX vs LBFFX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	3.98%	Feb 19, 2009	CPXIX vs FACVX

Lowest Volatility Alternatives to CPXIX

CPXIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.23%	Nov 29, 2015	CPXIX vs LPXZX
PCSFX	Principal Capital Securities Fund	2.69%	Mar 13, 2014	CPXIX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.79%	Apr 11, 2011	CPXIX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.87%	Apr 30, 2002	CPXIX vs PPSIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	3.22%	Feb 28, 2019	CPXIX vs PISHX

Lowest Drawdown Alternatives to CPXIX

CPXIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.24%	Nov 29, 2015	CPXIX vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	CPXIX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	CPXIX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	CPXIX vs PPSIX
PFINX	PIMCO Preferred and Capital Securities Fund	-3.43%	Apr 12, 2015	CPXIX vs PFINX

Other Mutual Funds from Cohen & Steers

Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	9	2.92%	Feb 14, 2000	CPXIX vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	9	2.82%	Jul 2, 1991	CPXIX vs CSRSX
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	46	1.12%	Nov 24, 2006	CPXIX vs FOF
IRFIX	Cohen & Steers International Realty Fund	REIT	48	-3.17%	Mar 30, 2005	CPXIX vs IRFIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	95	28.28%	Dec 19, 2013	CPXIX vs MLOZX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	76	11.35%	Jan 30, 2012	CPXIX vs RAPZX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	85	9.43%	May 2, 2004	CPXIX vs CSUIX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	8	2.48%	Jul 15, 1998	CPXIX vs CSDIX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	8	2.42%	Oct 1, 2014	CPXIX vs CSZIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	83	9.35%	Aug 28, 2017	CPXIX vs CSUAX

Often Compared With CPXIX

What investors most often compare with CPXIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	81	-1.78%	Jan 10, 2011	CPXIX vs FPEIX
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	33	-2.13%	May 15, 2018	CPXIX vs PFFA
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	32	-0.76%	Mar 30, 2007	CPXIX vs PFF
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	80	-0.99%	Mar 30, 2007	CPXIX vs PIMIX
VMBSX	Vanguard Mortgage-Backed Securities Index Fund Adm...	Total Bond Market	69	0.42%	Dec 3, 2009	CPXIX vs VMBSX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	11	2.43%	Jun 19, 2003	CPXIX vs HPS
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	82	-1.23%	Mar 30, 2022	CPXIX vs JPDIX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	86	3.94%	Feb 19, 2009	CPXIX vs FTCVX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	18	-2.16%	May 1, 2012	CPXIX vs LDP
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	88	3.01%	Jun 21, 1985	CPXIX vs CCVIX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	12	-3.28%	Apr 1, 2009	CPXIX vs FPF
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	18	-0.57%	—	CPXIX vs PSF
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	20	-1.70%	Mar 26, 2003	CPXIX vs JPC
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	8	-0.34%	Jan 1, 2005	CPXIX vs HPF
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	9	-1.10%	Aug 27, 2002	CPXIX vs HPI
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	6	-2.12%	Mar 29, 2001	CPXIX vs KIFAX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	87	3.79%	Feb 19, 2009	CPXIX vs FCCVX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	11	0.35%	—	CPXIX vs PTA
RFI	Cohen & Steers Total Return Realty Fund	REIT	5	2.96%	—	CPXIX vs RFI

Compare CPXIX with Any Fund or Stock

Compare CPXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Cohen & Steers Preferred Securities and Income Fund, Inc.

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