LPXZX vs. FCCVX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Fidelity Advisor Convertible Securities Fund Class C (FCCVX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. FCCVX is managed by Fidelity. It was launched on Feb 19, 2009.
Performance
LPXZX vs. FCCVX - Performance Comparison
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LPXZX vs. FCCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.87% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 4.27% | 11.38% | -1.44% | 5.82% |
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 3.79% | 17.04% | 7.28% | 10.24% | -16.22% | 8.77% | 41.00% | 27.26% | -2.32% | 8.22% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.87% return, which is significantly lower than FCCVX's 3.79% return. Over the past 10 years, LPXZX has underperformed FCCVX with an annualized return of 4.13%, while FCCVX has yielded a comparatively higher 10.32% annualized return.
LPXZX
- 1D
- -0.11%
- 1M
- -1.77%
- YTD
- -0.87%
- 6M
- -0.17%
- 1Y
- 4.40%
- 3Y*
- 7.58%
- 5Y*
- 3.36%
- 10Y*
- 4.13%
FCCVX
- 1D
- 2.61%
- 1M
- -4.16%
- YTD
- 3.79%
- 6M
- 3.68%
- 1Y
- 25.89%
- 3Y*
- 11.45%
- 5Y*
- 4.50%
- 10Y*
- 10.32%
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LPXZX vs. FCCVX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than FCCVX's 1.74% expense ratio.
Return for Risk
LPXZX vs. FCCVX — Risk / Return Rank
LPXZX
FCCVX
LPXZX vs. FCCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Fidelity Advisor Convertible Securities Fund Class C (FCCVX). 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.
| LPXZX | FCCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 1.68 | +0.31 |
Sortino ratioReturn per unit of downside risk | 2.51 | 2.30 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.31 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 3.36 | -1.40 |
Martin ratioReturn relative to average drawdown | 8.40 | 12.39 | -3.99 |
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
| LPXZX | FCCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.68 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.34 | +0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.77 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.87 | +0.18 |
Correlation
The correlation between LPXZX and FCCVX 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
LPXZX vs. FCCVX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than FCCVX's 10.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 10.09% | 10.47% | 1.32% | 1.12% | 2.62% | 19.63% | 9.96% | 2.31% | 8.75% | 3.35% | 3.85% | 9.24% |
Drawdowns
LPXZX vs. FCCVX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum FCCVX drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for LPXZX and FCCVX.
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Drawdown Indicators
| LPXZX | FCCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -25.13% | +7.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.24% | -7.75% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -24.66% | +14.97% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -25.13% | +7.00% |
Current DrawdownCurrent decline from peak | -2.24% | -4.43% | +2.19% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -6.24% | +4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 2.10% | -1.58% |
Volatility
LPXZX vs. FCCVX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.86%, while Fidelity Advisor Convertible Securities Fund Class C (FCCVX) has a volatility of 6.83%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than FCCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | FCCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.86% | 6.83% | -5.97% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 12.30% | -10.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 15.81% | -13.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 13.37% | -10.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 13.52% | -9.75% |