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CPXAX vs FPERX
CPXAX vs FPERX Comparison
Open Charts CPXAX vs FPERX
Cohen & Steers Preferred Sec & Inc A
Price$12.34
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets7.39B
First Trust Preferred Sec & Inc R3
Price$19.57
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets207.92M
CPXAX vs FPERX Comparison Chart in %
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CPXAX vs. FPERX commentary
Jul 01, 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 Buy and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXAX has more cash in the bank: 7.39B vs. FPERX (208M). FPERX pays higher dividends than CPXAX: FPERX (5.23) vs CPXAX (4.93). CPXAX was incepted earlier than FPERX: CPXAX (15 years) vs FPERX (14 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. CPXAX annual gain was more profitable for investors over the last year : 8.07 vs. FPERX (7.37). FPERX return over 5 years is better than : 21.94 vs. CPXAX (18.93).
| 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 | 14 years | - |
| Gain YTD | 3.125 | 2.252 | 139% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39B | 208M | 3,552% |
| Annual Yield % from dividends | 4.93 | 5.23 | 94% |
| Returns for 1 year | 8.07 | 7.37 | 110% |
| Returns for 3 years | 20.15 | 19.42 | 104% |
| Returns for 5 years | 18.93 | 21.94 | 86% |
| Returns for 10 years | 52.63 | 51.51 | 102% |
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