CPXIX vs. LBFFX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Lord Abbett Convertible Fund Class F (LBFFX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. LBFFX is managed by Lord Abbett.
Performance
CPXIX vs. LBFFX - Performance Comparison
Loading graphics...
CPXIX vs. LBFFX - 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% |
LBFFX Lord Abbett Convertible Fund Class F | 4.02% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than LBFFX's 4.02% return. Over the past 10 years, CPXIX has underperformed LBFFX with an annualized return of 4.63%, while LBFFX has yielded a comparatively higher 11.86% 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%
LBFFX
- 1D
- 2.26%
- 1M
- -4.19%
- YTD
- 4.02%
- 6M
- 6.17%
- 1Y
- 28.37%
- 3Y*
- 14.90%
- 5Y*
- 3.20%
- 10Y*
- 11.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPXIX vs. LBFFX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
CPXIX vs. LBFFX — Risk / Return Rank
CPXIX
LBFFX
CPXIX vs. LBFFX - 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 Lord Abbett Convertible Fund Class F (LBFFX). 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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 2.00 | -0.10 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.69 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.36 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 4.05 | -2.34 |
Martin ratioReturn relative to average drawdown | 6.83 | 14.35 | -7.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CPXIX | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 2.00 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.25 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.88 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.62 | +0.52 |
Correlation
The correlation between CPXIX and LBFFX is 0.37, 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. LBFFX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, more than LBFFX's 1.44% 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% |
LBFFX Lord Abbett Convertible Fund Class F | 1.44% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
CPXIX vs. LBFFX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum LBFFX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for CPXIX and LBFFX.
Loading graphics...
Drawdown Indicators
| CPXIX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -41.13% | +15.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -7.07% | +3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -30.86% | +10.86% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -33.61% | +8.05% |
Current DrawdownCurrent decline from peak | -3.00% | -4.96% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -10.40% | +7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 2.00% | -1.18% |
Volatility
CPXIX vs. LBFFX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 6.38%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CPXIX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 6.38% | -5.17% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 12.18% | -10.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 14.53% | -11.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 12.89% | -8.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 13.52% | -7.38% |