JPDIX vs. LPXZX
Compare and contrast key facts about JPMorgan Preferred and Income Securities Fund (JPDIX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
JPDIX is managed by JPMorgan. It was launched on Mar 30, 2022. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
JPDIX vs. LPXZX - Performance Comparison
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JPDIX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JPDIX JPMorgan Preferred and Income Securities Fund | -1.64% | 8.64% | 10.59% | 7.02% | -8.33% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -2.72% |
Returns By Period
In the year-to-date period, JPDIX achieves a -1.64% return, which is significantly lower than LPXZX's -0.77% return.
JPDIX
- 1D
- -0.10%
- 1M
- -2.92%
- YTD
- -1.64%
- 6M
- -0.11%
- 1Y
- 5.53%
- 3Y*
- 8.92%
- 5Y*
- —
- 10Y*
- —
LPXZX
- 1D
- 0.00%
- 1M
- -1.88%
- YTD
- -0.77%
- 6M
- -0.06%
- 1Y
- 4.51%
- 3Y*
- 7.62%
- 5Y*
- 3.40%
- 10Y*
- 4.14%
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JPDIX vs. LPXZX - Expense Ratio Comparison
JPDIX has a 0.59% expense ratio, which is lower than LPXZX's 0.60% expense ratio.
Return for Risk
JPDIX vs. LPXZX — Risk / Return Rank
JPDIX
LPXZX
JPDIX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Preferred and Income Securities Fund (JPDIX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX). 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.
| JPDIX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 2.05 | -0.28 |
Sortino ratioReturn per unit of downside risk | 2.41 | 2.58 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.52 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.11 | -0.36 |
Martin ratioReturn relative to average drawdown | 7.51 | 8.95 | -1.44 |
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
| JPDIX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 2.05 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.28 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 1.05 | -0.33 |
Correlation
The correlation between JPDIX and LPXZX is 0.77, 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
JPDIX vs. LPXZX - Dividend Comparison
JPDIX's dividend yield for the trailing twelve months is around 5.25%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPDIX JPMorgan Preferred and Income Securities Fund | 5.25% | 5.53% | 4.97% | 4.45% | 2.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | 4.59% | 4.84% | 5.10% | 4.92% | 4.45% | 4.21% | 4.36% | 4.51% | 4.71% | 3.78% | 4.10% |
Drawdowns
JPDIX vs. LPXZX - Drawdown Comparison
The maximum JPDIX drawdown since its inception was -14.56%, smaller than the maximum LPXZX drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for JPDIX and LPXZX.
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Drawdown Indicators
| JPDIX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.56% | -18.13% | +3.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.32% | -2.14% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -9.69% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.13% | — |
Current DrawdownCurrent decline from peak | -2.92% | -2.14% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -3.60% | -1.50% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 0.50% | +0.27% |
Volatility
JPDIX vs. LPXZX - Volatility Comparison
JPMorgan Preferred and Income Securities Fund (JPDIX) has a higher volatility of 1.17% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that JPDIX's price experiences larger fluctuations and is considered to be riskier than LPXZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPDIX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 0.87% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.03% | 1.40% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.35% | 2.23% | +1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 2.68% | +2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.23% | 3.77% | +1.46% |