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CPXAX vs FPERX
CPXAX vs FPERX Comparison
Open Charts CPXAX vs FPERX
Cohen & Steers Preferred Sec & Inc A
Price$12.62
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets7.69B
First Trust Preferred Sec & Inc R3
Price$20.28
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets214.7M
CPXAX vs FPERX Comparison Chart in %
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CPXAX vs. FPERX commentary
Oct 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CPXAX is a Hold and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXAX has more cash in the bank: 7.69B vs. FPERX (215M). CPXAX (5.06) and FPERX (5.03) have matching dividends . CPXAX was incepted earlier than FPERX: CPXAX (15 years) vs FPERX (15 years). FPERX (5.15) is less costly to investors than CPXAX (1.14). CPXAX is a more actively managed with annual turnover of: 66.00 vs. FPERX (43.00). CPXAX (0) and FPERX (0) have matching initial minimum investment requirements. FPERX annual gain was more profitable for investors over the last year : 7.15 vs. CPXAX (6.28). FPERX return over 5 years is better than : 21.35 vs. CPXAX (16.81).
| CPXAX | FPERX | CPXAX / FPERX | |
| Total Expense Ratio | 1.14 | 1.66 | 69% |
| Annual Report Gross Expense Ratio | 1.14 | 5.15 | 22% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 7.045 | 7.891 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.69B | 215M | 3,576% |
| Annual Yield % from dividends | 5.06 | 5.03 | 101% |
| Returns for 1 year | 6.28 | 7.15 | 88% |
| Returns for 3 years | 29.20 | 29.95 | 97% |
| Returns for 5 years | 16.81 | 21.35 | 79% |
| Returns for 10 years | 56.12 | 58.69 | 96% |
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