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CPXAX vs FPERX
CPXAX vs FPERX Comparison
Open Charts CPXAX vs FPERX
Cohen & Steers Preferred Sec & Inc A
Price$12.63
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets7.69B
First Trust Preferred Sec & Inc R3
Price$20.17
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets213.92M
CPXAX vs FPERX Comparison Chart in %
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CPXAX vs. FPERX commentary
Sep 16, 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 StrongBuy and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXAX has more cash in the bank: 7.69B vs. FPERX (214M). FPERX (5.09) and CPXAX (5.04) 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 (7.55) and CPXAX (7.38) have marching annual gain over last year. FPERX return over 5 years is better than : 20.18 vs. CPXAX (16.43).
| 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 | 6.398 | 6.593 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.69B | 214M | 3,593% |
| Annual Yield % from dividends | 5.04 | 5.09 | 99% |
| Returns for 1 year | 7.38 | 7.55 | 98% |
| Returns for 3 years | 21.76 | 21.56 | 101% |
| Returns for 5 years | 16.43 | 20.18 | 81% |
| Returns for 10 years | 56.36 | 57.59 | 98% |
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