CPXIX vs. CSZIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. CSZIX is an actively managed fund by Cohen & Steers. It was launched on Oct 1, 2014.
Performance
CPXIX vs. CSZIX - Performance Comparison
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CPXIX vs. CSZIX - 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% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 2.42% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -4.17% | 8.18% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than CSZIX's 2.42% return. Over the past 10 years, CPXIX has underperformed CSZIX with an annualized return of 4.63%, while CSZIX has yielded a comparatively higher 6.51% 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%
CSZIX
- 1D
- 0.91%
- 1M
- -6.81%
- YTD
- 2.42%
- 6M
- 0.85%
- 1Y
- 3.19%
- 3Y*
- 8.03%
- 5Y*
- 4.21%
- 10Y*
- 6.51%
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CPXIX vs. CSZIX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than CSZIX's 0.75% expense ratio.
Return for Risk
CPXIX vs. CSZIX — Risk / Return Rank
CPXIX
CSZIX
CPXIX vs. CSZIX - 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 Z (CSZIX). 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 | CSZIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.22 | +1.68 |
Sortino ratioReturn per unit of downside risk | 2.36 | 0.40 | +1.96 |
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 | 1.43 | +5.40 |
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 | CSZIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.22 | +1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.23 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.31 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.33 | +0.81 |
Correlation
The correlation between CPXIX and CSZIX 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. CSZIX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, more than CSZIX's 3.07% 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% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.07% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
Drawdowns
CPXIX vs. CSZIX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum CSZIX drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for CPXIX and CSZIX.
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Drawdown Indicators
| CPXIX | CSZIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -42.71% | +17.15% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -11.83% | +8.57% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -33.05% | +13.05% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -42.71% | +17.15% |
Current DrawdownCurrent decline from peak | -3.00% | -6.81% | +3.81% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -8.88% | +6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 2.99% | -2.17% |
Volatility
CPXIX vs. CSZIX - 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 Z (CSZIX) has a volatility of 4.41%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than CSZIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | CSZIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 4.41% | -3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 9.43% | -7.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 15.96% | -12.81% |
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% | 20.80% | -14.66% |