CPXIX vs. PCSFX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Principal Capital Securities Fund (PCSFX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. PCSFX is managed by Principal. It was launched on Mar 13, 2014.
Performance
CPXIX vs. PCSFX - Performance Comparison
Loading graphics...
CPXIX vs. PCSFX - 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% |
PCSFX Principal Capital Securities Fund | -1.00% | 8.96% | 12.15% | 6.82% | -11.35% | 3.74% | 7.71% | 17.41% | -4.61% | 11.57% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than PCSFX's -1.00% return. Over the past 10 years, CPXIX has underperformed PCSFX with an annualized return of 4.63%, while PCSFX has yielded a comparatively higher 5.48% 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%
PCSFX
- 1D
- 0.42%
- 1M
- -2.16%
- YTD
- -1.00%
- 6M
- 0.77%
- 1Y
- 6.02%
- 3Y*
- 9.96%
- 5Y*
- 3.45%
- 10Y*
- 5.48%
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. PCSFX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than PCSFX's 0.00% expense ratio.
Return for Risk
CPXIX vs. PCSFX — Risk / Return Rank
CPXIX
PCSFX
CPXIX vs. PCSFX - 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 Principal Capital Securities Fund (PCSFX). 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 | PCSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 2.25 | -0.35 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.83 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.58 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.03 | -0.31 |
Martin ratioReturn relative to average drawdown | 6.83 | 8.88 | -2.05 |
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 | PCSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 2.25 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.81 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 1.09 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 1.09 | +0.05 |
Correlation
The correlation between CPXIX and PCSFX is 0.73, 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. PCSFX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, less than PCSFX's 5.61% 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% |
PCSFX Principal Capital Securities Fund | 5.61% | 5.80% | 5.50% | 5.75% | 5.68% | 4.57% | 4.88% | 5.43% | 6.07% | 5.14% | 5.08% | 5.78% |
Drawdowns
CPXIX vs. PCSFX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, which is greater than PCSFX's maximum drawdown of -22.42%. Use the drawdown chart below to compare losses from any high point for CPXIX and PCSFX.
Loading graphics...
Drawdown Indicators
| CPXIX | PCSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -22.42% | -3.14% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -2.97% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -18.67% | -1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -22.42% | -3.14% |
Current DrawdownCurrent decline from peak | -3.00% | -2.56% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -2.50% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.68% | +0.14% |
Volatility
CPXIX vs. PCSFX - Volatility Comparison
Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Principal Capital Securities Fund (PCSFX) have volatilities of 1.21% and 1.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CPXIX | PCSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.27% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 1.65% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 2.69% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 4.26% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 5.04% | +1.10% |