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:
3.35
PISHX:
4.72
CPXIX:
4.91
PISHX:
6.90
CPXIX:
1.77
PISHX:
2.18
CPXIX:
1.47
PISHX:
3.53
CPXIX:
17.23
PISHX:
28.59
CPXIX:
0.54%
PISHX:
0.41%
CPXIX:
2.80%
PISHX:
2.48%
CPXIX:
-25.56%
PISHX:
-27.12%
CPXIX:
-0.48%
PISHX:
-0.58%
Returns By Period
In the year-to-date period, CPXIX achieves a 1.28% return, which is significantly lower than PISHX's 1.40% return.
CPXIX
1.28%
0.38%
3.07%
9.31%
2.71%
4.42%
PISHX
1.40%
0.50%
4.00%
11.57%
4.32%
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 5.06%, less than PISHX's 5.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.06% | 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 | 5.42% | 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
Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) have volatilities of 0.78% and 0.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.