CSZIX vs. CPXIX
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
CSZIX is an actively managed fund by Cohen & Steers. It was launched on Oct 1, 2014. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Performance
CSZIX vs. CPXIX - Performance Comparison
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CSZIX vs. CPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 1.50% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -4.17% | 8.18% |
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% |
Returns By Period
In the year-to-date period, CSZIX achieves a 1.50% return, which is significantly higher than CPXIX's -1.38% return. Over the past 10 years, CSZIX has outperformed CPXIX with an annualized return of 6.42%, while CPXIX has yielded a comparatively lower 4.63% annualized return.
CSZIX
- 1D
- 0.34%
- 1M
- -7.21%
- YTD
- 1.50%
- 6M
- 0.05%
- 1Y
- 2.50%
- 3Y*
- 7.70%
- 5Y*
- 4.44%
- 10Y*
- 6.42%
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%
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CSZIX vs. CPXIX - Expense Ratio Comparison
CSZIX has a 0.75% expense ratio, which is lower than CPXIX's 0.84% expense ratio.
Return for Risk
CSZIX vs. CPXIX — Risk / Return Rank
CSZIX
CPXIX
CSZIX vs. CPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX). 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.
| CSZIX | CPXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 1.83 | -1.63 |
Sortino ratioReturn per unit of downside risk | 0.38 | 2.28 | -1.90 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.43 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 1.65 | -1.38 |
Martin ratioReturn relative to average drawdown | 1.07 | 6.77 | -5.70 |
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
| CSZIX | CPXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 1.83 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.54 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.76 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.14 | -0.81 |
Correlation
The correlation between CSZIX and CPXIX is 0.33, 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.
Dividends
CSZIX vs. CPXIX - Dividend Comparison
CSZIX's dividend yield for the trailing twelve months is around 3.10%, less than CPXIX's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.10% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
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% |
Drawdowns
CSZIX vs. CPXIX - Drawdown Comparison
The maximum CSZIX drawdown since its inception was -42.71%, which is greater than CPXIX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for CSZIX and CPXIX.
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Drawdown Indicators
| CSZIX | CPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.71% | -25.56% | -17.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -3.26% | -8.57% |
Max Drawdown (5Y)Largest decline over 5 years | -33.05% | -20.00% | -13.05% |
Max Drawdown (10Y)Largest decline over 10 years | -42.71% | -25.56% | -17.15% |
Current DrawdownCurrent decline from peak | -7.65% | -3.00% | -4.65% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -2.72% | -6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 0.82% | +2.14% |
Volatility
CSZIX vs. CPXIX - Volatility Comparison
Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) has a higher volatility of 4.31% compared to Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) at 1.22%. This indicates that CSZIX's price experiences larger fluctuations and is considered to be riskier than CPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSZIX | CPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 1.22% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 1.76% | +7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 3.16% | +12.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 4.67% | +14.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.79% | 6.15% | +14.64% |