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.
Performance
CPXIX vs. PIMIX - Performance Comparison
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CPXIX vs. PIMIX - 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% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
The year-to-date returns for both investments are quite close, with CPXIX having a -1.38% return and PIMIX slightly higher at -1.36%. Both investments have delivered pretty close results over the past 10 years, with CPXIX having a 4.63% annualized return and PIMIX not far ahead at 4.66%.
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%
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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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.
Return for Risk
CPXIX vs. PIMIX — Risk / Return Rank
CPXIX
PIMIX
CPXIX vs. PIMIX - 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 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.
| CPXIX | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 1.56 | +0.27 |
Sortino ratioReturn per unit of downside risk | 2.28 | 2.25 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.29 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.87 | -0.23 |
Martin ratioReturn relative to average drawdown | 6.77 | 7.56 | -0.79 |
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 | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 1.56 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.72 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 1.11 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 1.56 | -0.42 |
Correlation
The correlation between CPXIX and PIMIX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CPXIX vs. PIMIX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, less than PIMIX's 5.57% 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% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
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.
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Drawdown Indicators
| CPXIX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -13.39% | -12.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -3.69% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -13.34% | -6.66% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -13.39% | -12.17% |
Current DrawdownCurrent decline from peak | -3.00% | -3.24% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -1.69% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.92% | -0.10% |
Volatility
CPXIX vs. PIMIX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.22%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.88%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 1.88% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 2.64% | -0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.16% | 4.28% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 4.75% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.15% | 4.20% | +1.95% |