FPEIX vs. CPXIX
Compare and contrast key facts about First Trust Preferred Securities and Income Fund (FPEIX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
FPEIX is managed by First Trust. It was launched on Jan 10, 2011. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPEIX or CPXIX.
Correlation
The correlation between FPEIX and CPXIX is 0.78, 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
FPEIX vs. CPXIX - Performance Comparison
Key characteristics
FPEIX:
3.25
CPXIX:
3.69
FPEIX:
5.37
CPXIX:
5.51
FPEIX:
1.74
CPXIX:
1.87
FPEIX:
1.94
CPXIX:
1.55
FPEIX:
17.23
CPXIX:
18.77
FPEIX:
0.57%
CPXIX:
0.54%
FPEIX:
3.00%
CPXIX:
2.77%
FPEIX:
-27.83%
CPXIX:
-25.56%
FPEIX:
-0.15%
CPXIX:
0.00%
Returns By Period
In the year-to-date period, FPEIX achieves a 0.72% return, which is significantly lower than CPXIX's 1.44% return. Over the past 10 years, FPEIX has outperformed CPXIX with an annualized return of 4.81%, while CPXIX has yielded a comparatively lower 4.49% annualized return.
FPEIX
0.72%
0.62%
2.98%
9.98%
2.63%
4.81%
CPXIX
1.44%
0.95%
3.54%
9.82%
2.18%
4.49%
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FPEIX vs. CPXIX - Expense Ratio Comparison
FPEIX has a 1.00% expense ratio, which is higher than CPXIX's 0.84% expense ratio.
Risk-Adjusted Performance
FPEIX vs. CPXIX — Risk-Adjusted Performance Rank
FPEIX
CPXIX
FPEIX vs. CPXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Preferred Securities and Income Fund (FPEIX) 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.
Dividends
FPEIX vs. CPXIX - Dividend Comparison
FPEIX's dividend yield for the trailing twelve months is around 5.59%, more than CPXIX's 5.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPEIX First Trust Preferred Securities and Income Fund | 5.59% | 5.60% | 5.65% | 5.32% | 4.70% | 4.88% | 5.36% | 5.93% | 5.36% | 5.66% | 5.58% | 5.56% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.51% | 5.56% | 5.81% | 5.45% | 4.90% | 5.21% | 5.29% | 5.92% | 4.89% | 5.77% | 5.91% | 5.98% |
Drawdowns
FPEIX vs. CPXIX - Drawdown Comparison
The maximum FPEIX drawdown since its inception was -27.83%, which is greater than CPXIX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for FPEIX and CPXIX. For additional features, visit the drawdowns tool.
Volatility
FPEIX vs. CPXIX - Volatility Comparison
First Trust Preferred Securities and Income Fund (FPEIX) has a higher volatility of 0.69% compared to Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) at 0.59%. This indicates that FPEIX'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.