CPXIX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to CPXIX

CPXIX charges 0.84% annually. There are 7 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

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

Best Risk-Adjusted Alternatives to CPXIX

CPXIX has a PortfoliosLab risk / return rank of 82. There are 11 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
CICVX	Calamos Convertible Fund	91	—	Jun 1997	CPXIX vs CICVX
CCVIX	Calamos Convertible Fund	91	—	Jun 1985	CPXIX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Oct 2018	CPXIX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Feb 2009	CPXIX vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	89	—	Feb 2009	CPXIX vs FACVX

Top Performing CPXIX Alternatives (YTD)

CPXIX is at 1.66% YTD. There are 13 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 26.40%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	26.40%	—	Jun 1997	CPXIX vs CICVX
CCVIX	Calamos Convertible Fund	26.29%	—	Jun 1985	CPXIX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	25.47%	—	Oct 2018	CPXIX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	25.40%	—	Jan 1987	CPXIX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	25.40%	—	Feb 2009	CPXIX vs FICVX

Lowest Volatility Alternatives to CPXIX

CPXIX has 2.45% 1-year volatility. There are 5 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.85%	—	Nov 2015	CPXIX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	CPXIX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.12%	—	Mar 2014	CPXIX vs PCSFX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.39%	—	Apr 2002	CPXIX vs PPSIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	CPXIX vs PISHX

Lowest Drawdown Alternatives to CPXIX

CPXIX has a 1-year max drawdown of -3.00%. There are 4 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	CPXIX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	CPXIX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	CPXIX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	CPXIX vs PCSFX
PFINX	PIMCO Preferred and Capital Securities Fund	-3.09%	—	Apr 2015	CPXIX vs PFINX

Other Mutual Funds from Cohen & Steers

The 10 most viewed Cohen & Steers mutual funds shown here include CSRIX, FOF, CSRSX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	12	11.61%	—	Feb 2000	CPXIX vs CSRIX
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	25	8.19%	—	Nov 2006	CPXIX vs FOF
CSRSX	Cohen & Steers Realty Shares Fund	REIT	11	11.55%	—	Jul 1991	CPXIX vs CSRSX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	40	9.47%	—	Aug 2017	CPXIX vs CSUAX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	97	36.18%	—	Dec 2013	CPXIX vs MLOZX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	13	10.78%	—	Jul 1998	CPXIX vs CSDIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	42	9.60%	—	May 2004	CPXIX vs CSUIX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	45	13.81%	—	Jan 2012	CPXIX vs RAPZX
IRFIX	Cohen & Steers International Realty Fund	REIT	6	-0.55%	—	Mar 2005	CPXIX vs IRFIX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	13	10.80%	—	Oct 2014	CPXIX vs CSZIX

Often Compared With CPXIX

Investors most often compare CPXIX with PFFA, FPEIX, PFF. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	56	3.08%	2.38B	May 2018	CPXIX vs PFFA
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	72	0.36%	—	Jan 2011	CPXIX vs FPEIX
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	36	2.93%	13.82B	Mar 2007	CPXIX vs PFF
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	45	1.00%	—	Mar 2007	CPXIX vs PIMIX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	17	4.49%	—	Jun 2003	CPXIX vs HPS
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	89	25.12%	—	Feb 2009	CPXIX vs FTCVX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	24.86%	—	Feb 2009	CPXIX vs FCCVX
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	15	2.38%	—	Aug 2002	CPXIX vs HPI
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.06%	—	Dec 2021	CPXIX vs NPFD
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	-0.69%	—	Jan 1991	CPXIX vs PFD
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	8	4.21%	—	—	CPXIX vs PTA
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	21	2.64%	—	Jan 2005	CPXIX vs HPF
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	10	0.29%	—	May 2012	CPXIX vs LDP
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	78	1.39%	—	Mar 2022	CPXIX vs JPDIX
VMBSX	Vanguard Mortgage-Backed Securities Index Fund Adm...	Total Bond Market	42	0.81%	16.80B	Dec 2009	CPXIX vs VMBSX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	10	-0.26%	—	Apr 2009	CPXIX vs FPF
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	15	-0.51%	—	Feb 1992	CPXIX vs PFO
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	12	-0.27%	—	—	CPXIX vs PSF
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	0.12%	—	Mar 2003	CPXIX vs JPC
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	88	22.45%	—	—	CPXIX vs LBFFX

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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Diversifiers

Pair CPXIX with funds that move differently

Cohen & Steers Preferred Securities and Income Fund, Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPXIX.

Explore CPXIX Diversifiers

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