CPXIX vs. PIMIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and PIMCO Income Fund Institutional Class (PIMIX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPXIX or PIMIX.
Correlation
The correlation between CPXIX and PIMIX is 0.21, 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. PIMIX - Performance Comparison
Key characteristics
CPXIX:
2.16
PIMIX:
1.99
CPXIX:
2.81
PIMIX:
3.04
CPXIX:
1.50
PIMIX:
1.40
CPXIX:
1.31
PIMIX:
2.94
CPXIX:
8.43
PIMIX:
8.82
CPXIX:
0.87%
PIMIX:
0.93%
CPXIX:
3.42%
PIMIX:
4.11%
CPXIX:
-25.56%
PIMIX:
-13.39%
CPXIX:
-1.96%
PIMIX:
-1.30%
Returns By Period
In the year-to-date period, CPXIX achieves a -0.17% return, which is significantly lower than PIMIX's 2.24% return. Both investments have delivered pretty close results over the past 10 years, with CPXIX having a 4.18% annualized return and PIMIX not far ahead at 4.27%.
CPXIX
-0.17%
-1.30%
0.10%
6.90%
3.79%
4.18%
PIMIX
2.24%
-1.12%
3.21%
7.19%
4.64%
4.27%
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CPXIX vs. PIMIX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
CPXIX vs. PIMIX — Risk-Adjusted Performance Rank
CPXIX
PIMIX
CPXIX vs. PIMIX - 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 Income Fund Institutional Class (PIMIX). 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.
Dividends
CPXIX vs. PIMIX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.14%, less than PIMIX's 5.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.14% | 5.51% | 5.76% | 5.40% | 4.89% | 5.17% | 5.02% | 5.87% | 5.45% | 5.75% | 5.91% | 6.04% |
PIMIX PIMCO Income Fund Institutional Class | 5.71% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
CPXIX vs. PIMIX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for CPXIX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
CPXIX vs. PIMIX - Volatility Comparison
Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) has a higher volatility of 2.36% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.92%. This indicates that CPXIX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.