CELFX vs. CPXIX
Compare and contrast key facts about Cliffwater Enhanced Lending Fund (CELFX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
CELFX is managed by Cliffwater. It was launched on Jul 26, 2021. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CELFX or CPXIX.
Correlation
The correlation between CELFX and CPXIX is 0.04, 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.
Performance
CELFX vs. CPXIX - Performance Comparison
Key characteristics
CELFX:
1.80
CPXIX:
2.21
CELFX:
2.24
CPXIX:
2.87
CELFX:
2.49
CPXIX:
1.52
CELFX:
3.07
CPXIX:
1.19
CELFX:
8.51
CPXIX:
9.69
CELFX:
1.03%
CPXIX:
0.77%
CELFX:
4.90%
CPXIX:
3.37%
CELFX:
-2.87%
CPXIX:
-25.56%
CELFX:
-2.51%
CPXIX:
-2.61%
Returns By Period
In the year-to-date period, CELFX achieves a 0.28% return, which is significantly higher than CPXIX's -0.83% return.
CELFX
0.28%
-1.63%
2.26%
8.80%
N/A
N/A
CPXIX
-0.83%
-2.30%
-1.54%
7.24%
3.93%
4.07%
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CELFX vs. CPXIX - Expense Ratio Comparison
CELFX has a 1.68% expense ratio, which is higher than CPXIX's 0.84% expense ratio.
Risk-Adjusted Performance
CELFX vs. CPXIX — Risk-Adjusted Performance Rank
CELFX
CPXIX
CELFX vs. CPXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cliffwater Enhanced Lending Fund (CELFX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX). 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
CELFX vs. CPXIX - Dividend Comparison
CELFX's dividend yield for the trailing twelve months is around 8.45%, more than CPXIX's 5.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CELFX Cliffwater Enhanced Lending Fund | 8.45% | 11.26% | 10.67% | 9.42% | 3.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.69% | 5.56% | 5.81% | 5.45% | 4.90% | 5.21% | 5.29% | 5.92% | 4.89% | 5.77% | 5.91% | 5.98% |
Drawdowns
CELFX vs. CPXIX - Drawdown Comparison
The maximum CELFX drawdown since its inception was -2.87%, smaller than the maximum CPXIX drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for CELFX and CPXIX. For additional features, visit the drawdowns tool.
Volatility
CELFX vs. CPXIX - Volatility Comparison
Cliffwater Enhanced Lending Fund (CELFX) has a higher volatility of 2.95% compared to Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) at 2.18%. This indicates that CELFX's price experiences larger fluctuations and is considered to be riskier than CPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.