CPXIX vs. MLOZX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. MLOZX is managed by Cohen & Steers. It was launched on Dec 19, 2013.
Performance
CPXIX vs. MLOZX - Performance Comparison
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CPXIX vs. MLOZX - 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% |
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 28.28% | 17.35% | 12.16% | 10.49% | 21.10% | 39.09% | -26.70% | 12.62% | -13.43% | 0.33% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than MLOZX's 28.28% return. Over the past 10 years, CPXIX has underperformed MLOZX with an annualized return of 4.63%, while MLOZX has yielded a comparatively higher 11.92% 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%
MLOZX
- 1D
- 0.32%
- 1M
- 5.97%
- YTD
- 28.28%
- 6M
- 32.61%
- 1Y
- 50.15%
- 3Y*
- 22.84%
- 5Y*
- 21.07%
- 10Y*
- 11.92%
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CPXIX vs. MLOZX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is lower than MLOZX's 0.90% expense ratio.
Return for Risk
CPXIX vs. MLOZX — Risk / Return Rank
CPXIX
MLOZX
CPXIX vs. MLOZX - 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 MLP & Energy Opportunity Fund, Inc. (MLOZX). 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 | MLOZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 2.59 | -0.69 |
Sortino ratioReturn per unit of downside risk | 2.36 | 3.10 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.51 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 3.14 | -1.43 |
Martin ratioReturn relative to average drawdown | 6.83 | 13.97 | -7.14 |
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 | MLOZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 2.59 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.16 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.50 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.27 | +0.87 |
Correlation
The correlation between CPXIX and MLOZX is 0.30, 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. MLOZX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, more than MLOZX's 1.09% 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% |
MLOZX Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 1.09% | 1.71% | 10.24% | 4.61% | 3.66% | 3.08% | 6.57% | 6.21% | 4.44% | 3.86% | 3.72% | 6.05% |
Drawdowns
CPXIX vs. MLOZX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum MLOZX drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for CPXIX and MLOZX.
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Drawdown Indicators
| CPXIX | MLOZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -72.01% | +46.45% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -16.08% | +12.82% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -20.84% | +0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -64.94% | +39.38% |
Current DrawdownCurrent decline from peak | -3.00% | -0.24% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -20.91% | +18.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 3.62% | -2.80% |
Volatility
CPXIX vs. MLOZX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) has a volatility of 4.27%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than MLOZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | MLOZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 4.27% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 10.97% | -9.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 19.98% | -16.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 18.26% | -13.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 24.16% | -18.02% |