CPXIX vs. CELFX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cliffwater Enhanced Lending Fund (CELFX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. CELFX is managed by Cliffwater. It was launched on Jul 26, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPXIX or CELFX.
Correlation
The correlation between CPXIX and CELFX is 0.08, 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
CPXIX vs. CELFX - Performance Comparison
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Key characteristics
CPXIX:
2.15
CELFX:
2.98
CPXIX:
2.91
CELFX:
4.36
CPXIX:
1.53
CELFX:
4.93
CPXIX:
1.63
CELFX:
4.59
CPXIX:
8.59
CELFX:
14.14
CPXIX:
0.87%
CELFX:
0.85%
CPXIX:
3.37%
CELFX:
4.01%
CPXIX:
-25.56%
CELFX:
-2.61%
CPXIX:
-0.54%
CELFX:
0.00%
Returns By Period
In the year-to-date period, CPXIX achieves a 1.27% return, which is significantly lower than CELFX's 4.06% return.
CPXIX
1.27%
2.56%
1.13%
7.15%
4.21%
4.34%
CELFX
4.06%
1.01%
5.54%
11.86%
N/A
N/A
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CPXIX vs. CELFX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is lower than CELFX's 1.68% expense ratio.
Risk-Adjusted Performance
CPXIX vs. CELFX — Risk-Adjusted Performance Rank
CPXIX
CELFX
CPXIX vs. CELFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cliffwater Enhanced Lending Fund (CELFX). 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.
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Dividends
CPXIX vs. CELFX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.54%, less than CELFX's 11.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.54% | 5.51% | 5.76% | 5.40% | 4.89% | 5.17% | 5.02% | 5.87% | 5.45% | 5.75% | 5.91% | 6.04% |
CELFX Cliffwater Enhanced Lending Fund | 11.17% | 11.26% | 10.67% | 9.42% | 3.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPXIX vs. CELFX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, which is greater than CELFX's maximum drawdown of -2.61%. Use the drawdown chart below to compare losses from any high point for CPXIX and CELFX. For additional features, visit the drawdowns tool.
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Volatility
CPXIX vs. CELFX - Volatility Comparison
Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) has a higher volatility of 0.81% compared to Cliffwater Enhanced Lending Fund (CELFX) at 0.25%. This indicates that CPXIX's price experiences larger fluctuations and is considered to be riskier than CELFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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