CPXIX vs. CSDIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. CSDIX is an actively managed fund by Cohen & Steers. It was launched on Jul 15, 1998.
Performance
CPXIX vs. CSDIX - Performance Comparison
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CPXIX vs. CSDIX - 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% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 2.48% | 4.32% | 6.73% | 13.18% | -26.33% | 41.70% | -1.74% | 31.84% | -4.25% | 8.09% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than CSDIX's 2.48% return. Over the past 10 years, CPXIX has underperformed CSDIX with an annualized return of 4.63%, while CSDIX has yielded a comparatively higher 6.43% 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%
CSDIX
- 1D
- 0.96%
- 1M
- -6.76%
- YTD
- 2.48%
- 6M
- 0.82%
- 1Y
- 3.18%
- 3Y*
- 7.95%
- 5Y*
- 4.13%
- 10Y*
- 6.43%
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CPXIX vs. CSDIX - Expense Ratio Comparison
Both CPXIX and CSDIX have an expense ratio of 0.84%.
Return for Risk
CPXIX vs. CSDIX — Risk / Return Rank
CPXIX
CSDIX
CPXIX vs. CSDIX - 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 Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX). 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 | CSDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.21 | +1.69 |
Sortino ratioReturn per unit of downside risk | 2.36 | 0.40 | +1.97 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.05 | +0.40 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 0.36 | +1.35 |
Martin ratioReturn relative to average drawdown | 6.83 | 1.41 | +5.42 |
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 | CSDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.21 | +1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.22 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.31 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.34 | +0.80 |
Correlation
The correlation between CPXIX and CSDIX is 0.33, 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. CSDIX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, more than CSDIX's 3.00% 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% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 3.00% | 3.72% | 2.78% | 2.93% | 7.67% | 4.30% | 5.39% | 7.62% | 3.60% | 2.52% | 5.84% | 19.24% |
Drawdowns
CPXIX vs. CSDIX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum CSDIX drawdown of -72.37%. Use the drawdown chart below to compare losses from any high point for CPXIX and CSDIX.
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Drawdown Indicators
| CPXIX | CSDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -72.37% | +46.81% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -11.83% | +8.57% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -33.09% | +13.09% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -42.68% | +17.12% |
Current DrawdownCurrent decline from peak | -3.00% | -6.76% | +3.76% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -11.00% | +8.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 3.01% | -2.19% |
Volatility
CPXIX vs. CSDIX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) has a volatility of 4.42%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than CSDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | CSDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 4.42% | -3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 9.49% | -7.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 15.98% | -12.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 18.67% | -14.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 20.84% | -14.70% |