CPXIX vs. PPSIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. PPSIX is managed by Principal. It was launched on Apr 30, 2002.
Performance
CPXIX vs. PPSIX - Performance Comparison
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CPXIX vs. PPSIX - 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% |
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | -1.28% | 7.86% | 9.82% | 5.88% | -10.67% | 3.03% | 5.47% | 16.45% | -4.54% | 10.51% |
Returns By Period
In the year-to-date period, CPXIX achieves a -1.38% return, which is significantly lower than PPSIX's -1.28% return. Over the past 10 years, CPXIX has outperformed PPSIX with an annualized return of 4.63%, while PPSIX has yielded a comparatively lower 4.38% annualized return.
CPXIX
- 1D
- 0.00%
- 1M
- -2.38%
- YTD
- -1.38%
- 6M
- -0.13%
- 1Y
- 5.83%
- 3Y*
- 9.11%
- 5Y*
- 2.48%
- 10Y*
- 4.63%
PPSIX
- 1D
- 0.33%
- 1M
- -2.45%
- YTD
- -1.28%
- 6M
- -0.36%
- 1Y
- 5.07%
- 3Y*
- 8.14%
- 5Y*
- 2.60%
- 10Y*
- 4.38%
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CPXIX vs. PPSIX - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than PPSIX's 0.79% expense ratio.
Return for Risk
CPXIX vs. PPSIX — Risk / Return Rank
CPXIX
PPSIX
CPXIX vs. PPSIX - 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 Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX). 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 | PPSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 1.77 | +0.13 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.24 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.42 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.59 | +0.12 |
Martin ratioReturn relative to average drawdown | 6.83 | 6.90 | -0.07 |
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 | PPSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 1.77 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.62 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.82 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.58 | +0.56 |
Correlation
The correlation between CPXIX and PPSIX is 0.83, 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.
Dividends
CPXIX vs. PPSIX - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.26%, less than PPSIX's 5.37% 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% |
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | 5.37% | 5.59% | 5.34% | 4.82% | 5.54% | 4.39% | 4.44% | 4.87% | 5.79% | 5.04% | 5.86% | 6.09% |
Drawdowns
CPXIX vs. PPSIX - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum PPSIX drawdown of -52.75%. Use the drawdown chart below to compare losses from any high point for CPXIX and PPSIX.
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Drawdown Indicators
| CPXIX | PPSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.56% | -52.75% | +27.19% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -3.18% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -17.37% | -2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -25.56% | -22.82% | -2.74% |
Current DrawdownCurrent decline from peak | -3.00% | -2.86% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -3.30% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.73% | +0.09% |
Volatility
CPXIX vs. PPSIX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 1.21%, while Principal Spectrum Preferred and Capital Securities Income Fund (PPSIX) has a volatility of 1.37%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than PPSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPXIX | PPSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.37% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 1.84% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 2.87% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 4.21% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.14% | 5.35% | +0.79% |