LPXZX vs. FPEIX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and First Trust Preferred Securities and Income Fund (FPEIX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. FPEIX is managed by First Trust. It was launched on Jan 10, 2011.
Performance
LPXZX vs. FPEIX - Performance Comparison
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LPXZX vs. FPEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 4.27% | 11.38% | -1.44% | 5.82% |
FPEIX First Trust Preferred Securities and Income Fund | -2.48% | 9.48% | 10.99% | 5.32% | -11.60% | 4.85% | 6.01% | 16.93% | -4.31% | 11.57% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than FPEIX's -2.48% return. Over the past 10 years, LPXZX has underperformed FPEIX with an annualized return of 4.14%, while FPEIX has yielded a comparatively higher 4.99% annualized return.
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%
FPEIX
- 1D
- -0.05%
- 1M
- -3.53%
- YTD
- -2.48%
- 6M
- -0.57%
- 1Y
- 5.97%
- 3Y*
- 9.41%
- 5Y*
- 2.84%
- 10Y*
- 4.99%
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LPXZX vs. FPEIX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than FPEIX's 1.00% expense ratio.
Return for Risk
LPXZX vs. FPEIX — Risk / Return Rank
LPXZX
FPEIX
LPXZX vs. FPEIX - 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 First Trust Preferred Securities and Income Fund (FPEIX). 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 | FPEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.74 | +0.31 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.24 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.42 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.65 | +0.46 |
Martin ratioReturn relative to average drawdown | 8.95 | 6.10 | +2.85 |
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 | FPEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.74 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.55 | +0.73 |
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 | 0.82 | +0.24 |
Correlation
The correlation between LPXZX and FPEIX is 0.71, 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
LPXZX vs. FPEIX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, less than FPEIX's 4.64% 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% |
FPEIX First Trust Preferred Securities and Income Fund | 4.64% | 5.40% | 5.60% | 5.17% | 5.30% | 4.70% | 4.88% | 5.36% | 5.93% | 5.36% | 5.66% | 5.56% |
Drawdowns
LPXZX vs. FPEIX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum FPEIX drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for LPXZX and FPEIX.
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Drawdown Indicators
| LPXZX | FPEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -27.83% | +9.70% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -3.62% | +1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -19.66% | +9.97% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -27.83% | +9.70% |
Current DrawdownCurrent decline from peak | -2.14% | -3.62% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -2.88% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.98% | -0.48% |
Volatility
LPXZX vs. FPEIX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while First Trust Preferred Securities and Income Fund (FPEIX) has a volatility of 1.28%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than FPEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPXZX | FPEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 1.28% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 2.26% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 3.82% | -1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.68% | 5.22% | -2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 6.52% | -2.75% |