LPXZX vs. VFIAX
Compare and contrast key facts about Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPXZX or VFIAX.
Correlation
The correlation between LPXZX and VFIAX is 0.32, 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.
Performance
LPXZX vs. VFIAX - Performance Comparison
Key characteristics
LPXZX:
6.17
VFIAX:
1.96
LPXZX:
10.37
VFIAX:
2.63
LPXZX:
2.98
VFIAX:
1.36
LPXZX:
11.95
VFIAX:
2.97
LPXZX:
56.10
VFIAX:
12.30
LPXZX:
0.16%
VFIAX:
2.04%
LPXZX:
1.47%
VFIAX:
12.79%
LPXZX:
-18.13%
VFIAX:
-55.20%
LPXZX:
0.00%
VFIAX:
0.00%
Returns By Period
In the year-to-date period, LPXZX achieves a 1.17% return, which is significantly lower than VFIAX's 4.11% return.
LPXZX
1.17%
1.06%
3.89%
8.83%
3.03%
N/A
VFIAX
4.11%
2.86%
10.78%
23.17%
14.34%
13.28%
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LPXZX vs. VFIAX - Expense Ratio Comparison
LPXZX has a 0.60% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
LPXZX vs. VFIAX — Risk-Adjusted Performance Rank
LPXZX
VFIAX
LPXZX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
LPXZX vs. VFIAX - Dividend Comparison
LPXZX's dividend yield for the trailing twelve months is around 5.06%, more than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | 5.06% | 5.10% | 4.92% | 4.45% | 4.21% | 4.36% | 4.46% | 4.71% | 4.46% | 4.10% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LPXZX vs. VFIAX - Drawdown Comparison
The maximum LPXZX drawdown since its inception was -18.13%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for LPXZX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
LPXZX vs. VFIAX - Volatility Comparison
The current volatility for Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) is 0.33%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.21%. This indicates that LPXZX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.