PFINX vs. LPXZX
Compare and contrast key facts about PIMCO Preferred and Capital Securities Fund (PFINX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
PFINX is managed by PIMCO. It was launched on Apr 12, 2015. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
PFINX vs. LPXZX - Performance Comparison
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PFINX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, PFINX achieves a -0.89% return, which is significantly lower than LPXZX's -0.77% return. Over the past 10 years, PFINX has outperformed LPXZX with an annualized return of 6.08%, while LPXZX has yielded a comparatively lower 4.14% annualized return.
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%
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%
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PFINX vs. LPXZX - Expense Ratio Comparison
PFINX has a 0.79% expense ratio, which is higher than LPXZX's 0.60% expense ratio.
Return for Risk
PFINX vs. LPXZX — Risk / Return Rank
PFINX
LPXZX
PFINX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Preferred and Capital Securities Fund (PFINX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX). 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.
| PFINX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 2.05 | -0.42 |
Sortino ratioReturn per unit of downside risk | 2.14 | 2.58 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.52 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.11 | -0.31 |
Martin ratioReturn relative to average drawdown | 7.08 | 8.95 | -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. | |||
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Sharpe Ratios by Period
| PFINX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 2.05 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.28 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.00 | 1.10 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 1.05 | -0.16 |
Correlation
The correlation between PFINX and LPXZX 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
PFINX vs. LPXZX - Dividend Comparison
PFINX's dividend yield for the trailing twelve months is around 3.87%, less than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
PFINX vs. LPXZX - Drawdown Comparison
The maximum PFINX drawdown since its inception was -23.93%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for PFINX and LPXZX.
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Drawdown Indicators
| PFINX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.93% | -18.13% | -5.80% |
Max Drawdown (1Y)Largest decline over 1 year | -3.43% | -2.14% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.11% | -9.69% | -12.42% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -18.13% | -5.80% |
Current DrawdownCurrent decline from peak | -2.98% | -2.14% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -1.50% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 0.50% | +0.37% |
Volatility
PFINX vs. LPXZX - Volatility Comparison
PIMCO Preferred and Capital Securities Fund (PFINX) has a higher volatility of 1.31% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that PFINX's price experiences larger fluctuations and is considered to be riskier than LPXZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFINX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 0.87% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 2.69% | 1.40% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.82% | 2.23% | +1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.49% | 2.68% | +2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.12% | 3.77% | +2.35% |