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CPXFX vs FPERX
CPXFX vs FPERX Comparison
Open Charts CPXFX vs FPERX
Cohen & Steers Preferred Sec & Inc F
Price$12.65
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
CPXFX vs FPERX Comparison Chart in %
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CPXFX 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 CPXFX is a Hold and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXFX has more cash in the bank: 7.69B vs. FPERX (215M). CPXFX pays higher dividends than FPERX: CPXFX (5.38) vs FPERX (5.03). CPXFX was incepted earlier than FPERX: CPXFX (9 years) vs FPERX (15 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. FPERX annual gain was more profitable for investors over the last year : 7.15 vs. CPXFX (6.63). FPERX return over 5 years is better than : 21.35 vs. CPXFX (18.82).
| CPXFX | FPERX | CPXFX / FPERX | |
| Total Expense Ratio | 0.79 | 1.66 | 48% |
| Annual Report Gross Expense Ratio | 0.79 | 5.15 | 15% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 7.305 | 7.891 | 93% |
| Front Load | N/A | 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 | 5.38 | 5.03 | 107% |
| Returns for 1 year | 6.63 | 7.15 | 93% |
| Returns for 3 years | 30.48 | 29.95 | 102% |
| Returns for 5 years | 18.82 | 21.35 | 88% |
| Returns for 10 years | N/A | 58.69 | - |
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