CPXIX vs. PFINX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and PIMCO Preferred and Capital Securities Fund (PFINX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. PFINX is managed by PIMCO. It was launched on Apr 12, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPXIX or PFINX.
Correlation
The correlation between CPXIX and PFINX is 0.39, 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.
Performance
CPXIX vs. PFINX - Performance Comparison
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Key characteristics
CPXIX:
2.24
PFINX:
2.42
CPXIX:
2.94
PFINX:
3.13
CPXIX:
1.53
PFINX:
1.60
CPXIX:
1.65
PFINX:
1.04
CPXIX:
8.70
PFINX:
9.21
CPXIX:
0.87%
PFINX:
0.87%
CPXIX:
3.37%
PFINX:
3.28%
CPXIX:
-25.56%
PFINX:
-24.26%
CPXIX:
-0.54%
PFINX:
-0.62%
Returns By Period
In the year-to-date period, CPXIX achieves a 1.27% return, which is significantly lower than PFINX's 1.52% return. Over the past 10 years, CPXIX has underperformed PFINX with an annualized return of 4.33%, while PFINX has yielded a comparatively higher 4.77% annualized return.
CPXIX
1.27%
2.91%
1.13%
7.51%
4.21%
4.33%
PFINX
1.52%
2.98%
1.54%
7.89%
4.43%
4.77%
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CPXIX vs. PFINX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than PFINX's 0.79% expense ratio.
Risk-Adjusted Performance
CPXIX vs. PFINX — Risk-Adjusted Performance Rank
CPXIX
PFINX
CPXIX vs. PFINX - 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 PIMCO Preferred and Capital Securities Fund (PFINX). 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.
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Dividends
CPXIX vs. PFINX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.55%, more than PFINX's 5.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.55% | 5.51% | 5.76% | 5.40% | 4.89% | 5.17% | 5.02% | 5.87% | 5.45% | 5.75% | 5.91% | 6.04% |
PFINX PIMCO Preferred and Capital Securities Fund | 5.31% | 5.29% | 4.98% | 7.56% | 3.90% | 3.07% | 5.82% | 6.34% | 6.80% | 6.19% | 2.34% | 0.00% |
Drawdowns
CPXIX vs. PFINX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, which is greater than PFINX's maximum drawdown of -24.26%. Use the drawdown chart below to compare losses from any high point for CPXIX and PFINX. For additional features, visit the drawdowns tool.
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Volatility
CPXIX vs. PFINX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 0.83%, while PIMCO Preferred and Capital Securities Fund (PFINX) has a volatility of 0.91%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than PFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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