CPXIX vs. PISHX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPXIX or PISHX.
Correlation
The correlation between CPXIX and PISHX is 0.38, 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. PISHX - Performance Comparison
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Key characteristics
CPXIX:
2.29
PISHX:
3.00
CPXIX:
3.03
PISHX:
3.90
CPXIX:
1.55
PISHX:
1.78
CPXIX:
1.71
PISHX:
2.53
CPXIX:
8.98
PISHX:
13.02
CPXIX:
0.87%
PISHX:
0.76%
CPXIX:
3.37%
PISHX:
3.27%
CPXIX:
-25.56%
PISHX:
-27.12%
CPXIX:
-0.45%
PISHX:
0.00%
Returns By Period
In the year-to-date period, CPXIX achieves a 1.37% return, which is significantly lower than PISHX's 2.17% return.
CPXIX
1.37%
3.34%
1.24%
7.65%
4.24%
4.34%
PISHX
2.17%
3.69%
2.68%
9.77%
6.22%
N/A
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CPXIX vs. PISHX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than PISHX's 0.00% expense ratio.
Risk-Adjusted Performance
CPXIX vs. PISHX — Risk-Adjusted Performance Rank
CPXIX
PISHX
CPXIX vs. PISHX - 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 Cohen & Steers Preferred Securities and Income SMA Shares (PISHX). 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. PISHX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.59%, less than PISHX's 6.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.59% | 5.56% | 5.81% | 5.45% | 4.90% | 5.21% | 5.29% | 5.92% | 4.89% | 5.77% | 5.91% | 5.98% |
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 6.09% | 5.89% | 5.92% | 5.87% | 4.66% | 4.59% | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPXIX vs. PISHX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum PISHX drawdown of -27.12%. Use the drawdown chart below to compare losses from any high point for CPXIX and PISHX. For additional features, visit the drawdowns tool.
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Volatility
CPXIX vs. PISHX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 0.82%, while Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) has a volatility of 0.88%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than PISHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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