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 0.89, 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.
Performance
CPXIX vs. PISHX - Performance Comparison
Key characteristics
CPXIX:
2.19
PISHX:
2.91
CPXIX:
2.85
PISHX:
3.69
CPXIX:
1.51
PISHX:
1.74
CPXIX:
1.17
PISHX:
2.40
CPXIX:
9.62
PISHX:
13.83
CPXIX:
0.77%
PISHX:
0.68%
CPXIX:
3.37%
PISHX:
3.21%
CPXIX:
-25.56%
PISHX:
-27.12%
CPXIX:
-2.61%
PISHX:
-2.33%
Returns By Period
In the year-to-date period, CPXIX achieves a -0.84% return, which is significantly lower than PISHX's -0.36% return.
CPXIX
-0.84%
-2.22%
-1.56%
7.19%
3.79%
4.06%
PISHX
-0.36%
-1.94%
-0.16%
9.12%
5.77%
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.
Dividends
CPXIX vs. PISHX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.64%, less than PISHX's 6.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.64% | 5.51% | 5.76% | 5.40% | 4.89% | 5.17% | 5.02% | 5.87% | 5.45% | 5.75% | 5.91% | 6.04% |
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 6.16% | 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.
Volatility
CPXIX vs. PISHX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 2.18%, while Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) has a volatility of 2.30%. 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.