PISHX vs. CPXIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. 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: PISHX or CPXIX.
Correlation
The correlation between PISHX 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
PISHX vs. CPXIX - Performance Comparison
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Key characteristics
PISHX:
2.98
CPXIX:
2.29
PISHX:
3.90
CPXIX:
2.99
PISHX:
1.78
CPXIX:
1.55
PISHX:
2.53
CPXIX:
1.66
PISHX:
13.02
CPXIX:
8.89
PISHX:
0.76%
CPXIX:
0.87%
PISHX:
3.31%
CPXIX:
3.37%
PISHX:
-27.12%
CPXIX:
-25.56%
PISHX:
0.00%
CPXIX:
-0.53%
Returns By Period
In the year-to-date period, PISHX achieves a 2.07% return, which is significantly higher than CPXIX's 1.29% return.
PISHX
2.07%
3.59%
2.38%
9.77%
6.07%
N/A
CPXIX
1.29%
3.26%
0.91%
7.65%
4.11%
4.33%
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PISHX vs. CPXIX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than CPXIX's 0.84% expense ratio.
Risk-Adjusted Performance
PISHX vs. CPXIX — Risk-Adjusted Performance Rank
PISHX
CPXIX
PISHX vs. CPXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) 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
PISHX vs. CPXIX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 6.10%, more than CPXIX's 5.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 6.10% | 5.89% | 5.92% | 5.87% | 4.66% | 4.59% | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.55% | 5.51% | 5.76% | 5.40% | 4.89% | 5.17% | 5.02% | 5.87% | 5.45% | 5.75% | 5.91% | 6.04% |
Drawdowns
PISHX vs. CPXIX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, which is greater than CPXIX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for PISHX and CPXIX. For additional features, visit the drawdowns tool.
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Volatility
PISHX vs. CPXIX - Volatility Comparison
Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) has a higher volatility of 1.05% compared to Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) at 0.91%. This indicates that PISHX'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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