LPXZX vs. PFINX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and PIMCO Preferred and Capital Securities Fund (PFINX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. PFINX is managed by PIMCO. It was launched on Apr 12, 2015.
Performance
LPXZX vs. PFINX - Performance Comparison
Loading graphics...
LPXZX vs. PFINX - 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% |
PFINX PIMCO Preferred and Capital Securities Fund | -0.89% | 8.73% | 10.84% | 7.03% | -12.82% | 4.61% | 6.73% | 20.78% | -4.17% | 13.28% |
Returns By Period
In the year-to-date period, LPXZX achieves a -0.77% return, which is significantly higher than PFINX's -0.89% return. Over the past 10 years, LPXZX has underperformed PFINX with an annualized return of 4.14%, while PFINX has yielded a comparatively higher 6.08% 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%
PFINX
- 1D
- 0.11%
- 1M
- -2.89%
- YTD
- -0.89%
- 6M
- 0.45%
- 1Y
- 6.27%
- 3Y*
- 9.96%
- 5Y*
- 2.92%
- 10Y*
- 6.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LPXZX vs. PFINX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is lower than PFINX's 0.79% expense ratio.
Return for Risk
LPXZX vs. PFINX — Risk / Return Rank
LPXZX
PFINX
LPXZX vs. PFINX - 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 PIMCO Preferred and Capital Securities Fund (PFINX). 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 | PFINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 1.63 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.58 | 2.14 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.41 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.79 | +0.31 |
Martin ratioReturn relative to average drawdown | 8.95 | 7.08 | +1.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LPXZX | PFINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.63 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.54 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 1.00 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.89 | +0.16 |
Correlation
The correlation between LPXZX and PFINX is 0.73, 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. PFINX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 4.59%, more than PFINX's 3.87% 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% |
PFINX PIMCO Preferred and Capital Securities Fund | 3.87% | 3.74% | 5.30% | 6.26% | 8.54% | 5.79% | 3.06% | 6.40% | 6.43% | 7.08% | 6.19% | 2.34% |
Drawdowns
LPXZX vs. PFINX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum PFINX drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for LPXZX and PFINX.
Loading graphics...
Drawdown Indicators
| LPXZX | PFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -23.93% | +5.80% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -3.43% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -9.69% | -22.11% | +12.42% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -23.93% | +5.80% |
Current DrawdownCurrent decline from peak | -2.14% | -2.98% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -3.50% | +2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.87% | -0.37% |
Volatility
LPXZX vs. PFINX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.87%, while PIMCO Preferred and Capital Securities Fund (PFINX) has a volatility of 1.31%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than PFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LPXZX | PFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 1.31% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 2.69% | -1.29% |
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% | 5.49% | -2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.77% | 6.12% | -2.35% |