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 0.79, 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.
Performance
PFINX vs. CPXIX - Performance Comparison
Key characteristics
PFINX:
4.54
CPXIX:
3.75
PFINX:
7.07
CPXIX:
5.61
PFINX:
2.12
CPXIX:
1.88
PFINX:
1.08
CPXIX:
1.53
PFINX:
22.63
CPXIX:
19.11
PFINX:
0.50%
CPXIX:
0.54%
PFINX:
2.51%
CPXIX:
2.77%
PFINX:
-24.26%
CPXIX:
-25.56%
PFINX:
-0.44%
CPXIX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with PFINX having a 1.51% return and CPXIX slightly lower at 1.44%.
PFINX
1.51%
1.61%
3.73%
11.12%
1.79%
N/A
CPXIX
1.44%
1.36%
3.88%
10.19%
2.18%
4.54%
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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.
Dividends
PFINX vs. CPXIX - Dividend Comparison
PFINX's dividend yield for the trailing twelve months is around 5.21%, less than CPXIX's 5.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFINX PIMCO Preferred and Capital Securities Fund | 5.21% | 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. | 5.51% | 5.56% | 5.81% | 5.45% | 4.90% | 5.21% | 5.29% | 5.92% | 4.89% | 5.77% | 5.91% | 5.98% |
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.
Volatility
PFINX vs. CPXIX - Volatility Comparison
PIMCO Preferred and Capital Securities Fund (PFINX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) have volatilities of 0.66% and 0.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.