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CPXFX vs FPERX
CPXFX vs FPERX Comparison
Open Charts CPXFX vs FPERX
Cohen & Steers Preferred Sec & Inc F
Price$12.24
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets7.6B
First Trust Preferred Sec & Inc R3
Price$19.37
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets206.31M
CPXFX vs FPERX Comparison Chart
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CPXFX vs. FPERX commentary
Jun 04, 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 CPXFX is a StrongBuy and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXFX has more cash in the bank: 7.6B vs. FPERX (206M). CPXFX pays higher dividends than FPERX: CPXFX (5.61) vs FPERX (5.23). CPXFX was incepted earlier than FPERX: CPXFX (8 years) vs FPERX (14 years). FPERX (5.15) is less costly to investors than CPXFX (0.79). CPXFX is a more actively managed with annual turnover of: 66.00 vs. FPERX (43.00). CPXFX (0) and FPERX (0) have matching initial minimum investment requirements. CPXFX annual gain was more profitable for investors over the last year : 7.39 vs. FPERX (6.38). FPERX (20.17) and CPXFX (19.21) have equivalent 5 years return.
| CPXFX | FPERX | CPXFX / FPERX | |
| Total Expense Ratio | 0.79 | 1.66 | 48% |
| Annual Report Gross Expense Ratio | 0.79 | 5.15 | 15% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 1.767 | 1.259 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.6B | 206M | 3,689% |
| Annual Yield % from dividends | 5.61 | 5.23 | 107% |
| Returns for 1 year | 7.39 | 6.38 | 116% |
| Returns for 3 years | 15.14 | 12.96 | 117% |
| Returns for 5 years | 19.21 | 20.17 | 95% |
| Returns for 10 years | N/A | 49.47 | - |
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