CPXIX vs. LPXZX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
CPXIX vs. LPXZX - Performance Comparison
Loading graphics...
CPXIX vs. LPXZX - 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% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 4.27% | 11.38% | -1.44% | 5.82% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than LPXZX's -0.77% return. Over the past 10 years, CPXIX has outperformed LPXZX with an annualized return of 4.63%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
CPXIX
- 1D
- -0.08%
- 1M
- -2.69%
- YTD
- -1.38%
- 6M
- -0.05%
- 1Y
- 5.92%
- 3Y*
- 9.11%
- 5Y*
- 2.53%
- 10Y*
- 4.63%
LPXZX
- 1D
- 0.00%
- 1M
- -1.88%
- YTD
- -0.77%
- 6M
- -0.06%
- 1Y
- 4.51%
- 3Y*
- 7.62%
- 5Y*
- 3.40%
- 10Y*
- 4.14%
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. LPXZX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
CPXIX vs. LPXZX — Risk / Return Rank
CPXIX
LPXZX
CPXIX vs. LPXZX - 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 Low Duration Preferred and Income Fund (LPXZX). 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 | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 2.05 | -0.22 |
Sortino ratioReturn per unit of downside risk | 2.28 | 2.58 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.52 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 2.11 | -0.46 |
Martin ratioReturn relative to average drawdown | 6.77 | 8.95 | -2.18 |
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 | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 2.05 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.28 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 1.10 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 1.05 | +0.09 |
Correlation
The correlation between CPXIX and LPXZX is 0.79, 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.
Dividends
CPXIX vs. LPXZX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, more than LPXZX's 4.59% 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% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | 4.59% | 4.84% | 5.10% | 4.92% | 4.45% | 4.21% | 4.36% | 4.51% | 4.71% | 3.78% | 4.10% | 0.00% |
Drawdowns
CPXIX vs. LPXZX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for CPXIX and LPXZX.
Loading graphics...
Drawdown Indicators
| CPXIX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -18.13% | -7.43% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -2.14% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -9.69% | -10.31% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -18.13% | -7.43% |
Current DrawdownCurrent decline from peak | -3.00% | -2.14% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -1.50% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.50% | +0.32% |
Volatility
CPXIX vs. LPXZX - Volatility Comparison
Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) has a higher volatility of 1.22% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that CPXIX's price experiences larger fluctuations and is considered to be riskier than LPXZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CPXIX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 0.87% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 1.40% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.16% | 2.23% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 2.68% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.15% | 3.77% | +2.38% |