CPXIX vs. FPEIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and First Trust Preferred Securities and Income Fund (FPEIX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. FPEIX is managed by First Trust. It was launched on Jan 10, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPXIX or FPEIX.
Correlation
The correlation between CPXIX and FPEIX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CPXIX vs. FPEIX - Performance Comparison
Key characteristics
CPXIX:
3.35
FPEIX:
3.23
CPXIX:
4.91
FPEIX:
5.27
CPXIX:
1.77
FPEIX:
1.73
CPXIX:
1.47
FPEIX:
1.99
CPXIX:
17.23
FPEIX:
16.87
CPXIX:
0.54%
FPEIX:
0.57%
CPXIX:
2.80%
FPEIX:
2.99%
CPXIX:
-25.56%
FPEIX:
-27.83%
CPXIX:
-0.48%
FPEIX:
-0.05%
Returns By Period
In the year-to-date period, CPXIX achieves a 1.28% return, which is significantly higher than FPEIX's 0.98% return. Over the past 10 years, CPXIX has underperformed FPEIX with an annualized return of 4.42%, while FPEIX has yielded a comparatively higher 4.76% annualized return.
CPXIX
1.28%
0.38%
3.07%
9.31%
2.71%
4.42%
FPEIX
0.98%
0.72%
3.14%
9.55%
3.18%
4.76%
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CPXIX vs. FPEIX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is lower than FPEIX's 1.00% expense ratio.
Risk-Adjusted Performance
CPXIX vs. FPEIX — Risk-Adjusted Performance Rank
CPXIX
FPEIX
CPXIX vs. FPEIX - 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 First Trust Preferred Securities and Income Fund (FPEIX). 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.
Dividends
CPXIX vs. FPEIX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.06%, which matches FPEIX's 5.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.06% | 5.56% | 5.81% | 5.45% | 4.90% | 5.21% | 5.29% | 5.92% | 4.89% | 5.77% | 5.91% | 5.98% |
FPEIX First Trust Preferred Securities and Income Fund | 5.11% | 5.60% | 5.65% | 5.32% | 4.70% | 4.88% | 5.36% | 5.93% | 5.36% | 5.66% | 5.58% | 5.56% |
Drawdowns
CPXIX vs. FPEIX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum FPEIX drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for CPXIX and FPEIX. For additional features, visit the drawdowns tool.
Volatility
CPXIX vs. FPEIX - Volatility Comparison
Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) has a higher volatility of 0.78% compared to First Trust Preferred Securities and Income Fund (FPEIX) at 0.66%. This indicates that CPXIX's price experiences larger fluctuations and is considered to be riskier than FPEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.