PFINX vs. CPXIX
Compare and contrast key facts about PIMCO Preferred and Capital Securities Fund (PFINX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
PFINX is managed by PIMCO. It was launched on Apr 12, 2015. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFINX or CPXIX.
Correlation
The correlation between PFINX and CPXIX is 0.38, 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
PFINX vs. CPXIX - Performance Comparison
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Key characteristics
PFINX:
2.32
CPXIX:
2.15
PFINX:
3.08
CPXIX:
2.91
PFINX:
1.59
CPXIX:
1.53
PFINX:
1.02
CPXIX:
1.63
PFINX:
9.06
CPXIX:
8.59
PFINX:
0.87%
CPXIX:
0.87%
PFINX:
3.28%
CPXIX:
3.37%
PFINX:
-24.26%
CPXIX:
-25.56%
PFINX:
-0.62%
CPXIX:
-0.54%
Returns By Period
In the year-to-date period, PFINX achieves a 1.52% return, which is significantly higher than CPXIX's 1.27% return. Over the past 10 years, PFINX has outperformed CPXIX with an annualized return of 4.78%, while CPXIX has yielded a comparatively lower 4.34% annualized return.
PFINX
1.52%
2.53%
1.54%
7.54%
4.43%
4.78%
CPXIX
1.27%
2.56%
1.13%
7.15%
4.21%
4.34%
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PFINX vs. CPXIX - Expense Ratio Comparison
PFINX has a 0.79% expense ratio, which is lower than CPXIX's 0.84% expense ratio.
Risk-Adjusted Performance
PFINX vs. CPXIX — Risk-Adjusted Performance Rank
PFINX
CPXIX
PFINX vs. CPXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Preferred and Capital Securities Fund (PFINX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX). 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.
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Dividends
PFINX vs. CPXIX - Dividend Comparison
PFINX's dividend yield for the trailing twelve months is around 5.31%, less than CPXIX's 5.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFINX PIMCO Preferred and Capital Securities Fund | 5.31% | 5.29% | 4.98% | 7.56% | 3.90% | 3.07% | 5.82% | 6.34% | 6.80% | 6.19% | 2.34% | 0.00% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.54% | 5.51% | 5.76% | 5.40% | 4.89% | 5.17% | 5.02% | 5.87% | 5.45% | 5.75% | 5.91% | 6.04% |
Drawdowns
PFINX vs. CPXIX - Drawdown Comparison
The maximum PFINX drawdown since its inception was -24.26%, smaller than the maximum CPXIX drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for PFINX and CPXIX. For additional features, visit the drawdowns tool.
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Volatility
PFINX vs. CPXIX - Volatility Comparison
PIMCO Preferred and Capital Securities Fund (PFINX) has a higher volatility of 0.89% compared to Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) at 0.81%. This indicates that PFINX's price experiences larger fluctuations and is considered to be riskier than CPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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