CPXIX vs. FCVSX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Fidelity Convertible Securities Fund (FCVSX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. FCVSX is managed by Fidelity. It was launched on Jan 5, 1987.
Performance
CPXIX vs. FCVSX - Performance Comparison
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CPXIX vs. FCVSX - 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% |
FCVSX Fidelity Convertible Securities Fund | 4.06% | 8.52% | 13.91% | 11.42% | -15.33% | 9.95% | 42.52% | 28.58% | -1.29% | 9.03% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than FCVSX's 4.06% return. Over the past 10 years, CPXIX has underperformed FCVSX with an annualized return of 4.63%, while FCVSX has yielded a comparatively higher 11.05% 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%
FCVSX
- 1D
- 2.65%
- 1M
- -4.07%
- YTD
- 4.06%
- 6M
- -4.40%
- 1Y
- 16.70%
- 3Y*
- 11.27%
- 5Y*
- 4.84%
- 10Y*
- 11.05%
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CPXIX vs. FCVSX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than FCVSX's 0.67% expense ratio.
Return for Risk
CPXIX vs. FCVSX — Risk / Return Rank
CPXIX
FCVSX
CPXIX vs. FCVSX - 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 Fidelity Convertible Securities Fund (FCVSX). 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 | FCVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.95 | +0.95 |
Sortino ratioReturn per unit of downside risk | 2.36 | 1.25 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.20 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.42 | +0.29 |
Martin ratioReturn relative to average drawdown | 6.83 | 4.29 | +2.54 |
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 | FCVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.95 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.35 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.81 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.70 | +0.44 |
Correlation
The correlation between CPXIX and FCVSX 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. FCVSX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, more than FCVSX's 2.13% 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% |
FCVSX Fidelity Convertible Securities Fund | 2.13% | 2.21% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.11% | 4.90% | 10.41% |
Drawdowns
CPXIX vs. FCVSX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum FCVSX drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for CPXIX and FCVSX.
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Drawdown Indicators
| CPXIX | FCVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -58.76% | +33.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -10.68% | +7.42% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -24.18% | +4.18% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -25.08% | -0.48% |
Current DrawdownCurrent decline from peak | -3.00% | -7.05% | +4.05% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -7.25% | +4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 3.53% | -2.71% |
Volatility
CPXIX vs. FCVSX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Fidelity Convertible Securities Fund (FCVSX) has a volatility of 6.86%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than FCVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | FCVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 6.86% | -5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 15.63% | -13.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 18.35% | -15.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 13.83% | -9.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 13.74% | -7.60% |