CPXIX vs. CICVX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Calamos Convertible Fund (CICVX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. CICVX is managed by Calamos. It was launched on Jun 25, 1997.
Performance
CPXIX vs. CICVX - Performance Comparison
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CPXIX vs. CICVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | -1.38% | 8.44% | 10.39% | 6.38% | -12.37% | 2.75% | 6.47% | 18.11% | -4.65% | 10.88% |
CICVX Calamos Convertible Fund | 3.06% | 19.03% | 9.94% | 10.95% | -21.02% | 5.36% | 48.84% | 19.51% | 0.59% | 14.21% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than CICVX's 3.06% return. Over the past 10 years, CPXIX has underperformed CICVX with an annualized return of 4.63%, while CICVX has yielded a comparatively higher 10.61% annualized return.
CPXIX
- 1D
- 0.00%
- 1M
- -2.38%
- YTD
- -1.38%
- 6M
- -0.13%
- 1Y
- 5.83%
- 3Y*
- 9.11%
- 5Y*
- 2.48%
- 10Y*
- 4.63%
CICVX
- 1D
- 2.83%
- 1M
- -4.18%
- YTD
- 3.06%
- 6M
- 3.53%
- 1Y
- 26.96%
- 3Y*
- 13.17%
- 5Y*
- 3.87%
- 10Y*
- 10.61%
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CPXIX vs. CICVX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is lower than CICVX's 0.85% expense ratio.
Return for Risk
CPXIX vs. CICVX — Risk / Return Rank
CPXIX
CICVX
CPXIX vs. CICVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Calamos Convertible Fund (CICVX). 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.
| CPXIX | CICVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 1.78 | +0.12 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.41 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.33 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 3.41 | -1.70 |
Martin ratioReturn relative to average drawdown | 6.83 | 12.11 | -5.28 |
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
| CPXIX | CICVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 1.78 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.31 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.84 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.30 | +0.84 |
Correlation
The correlation between CPXIX and CICVX is 0.38, 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
CPXIX vs. CICVX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, less than CICVX's 12.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.26% | 5.54% | 5.52% | 5.76% | 5.40% | 4.89% | 5.17% | 5.30% | 5.88% | 5.01% | 5.75% | 5.91% |
CICVX Calamos Convertible Fund | 12.23% | 12.51% | 1.83% | 2.48% | 0.94% | 15.90% | 7.74% | 1.39% | 16.75% | 4.55% | 3.43% | 5.41% |
Drawdowns
CPXIX vs. CICVX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum CICVX drawdown of -49.33%. Use the drawdown chart below to compare losses from any high point for CPXIX and CICVX.
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Drawdown Indicators
| CPXIX | CICVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -49.33% | +23.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -7.89% | +4.63% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -27.17% | +7.17% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -27.17% | +1.61% |
Current DrawdownCurrent decline from peak | -3.00% | -5.09% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -17.58% | +14.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 2.22% | -1.40% |
Volatility
CPXIX vs. CICVX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Calamos Convertible Fund (CICVX) has a volatility of 6.84%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than CICVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | CICVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 6.84% | -5.63% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 12.14% | -10.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 15.52% | -12.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 12.69% | -8.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 12.72% | -6.58% |