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CPXFX vs FPERX
CPXFX vs FPERX Comparison
Open Charts CPXFX vs FPERX
Cohen & Steers Preferred Sec & Inc F
Price$12.38
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
CPXFX vs FPERX Comparison Chart in %
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CPXFX 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 CPXFX is a Buy and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXFX has more cash in the bank: 7.39B vs. FPERX (208M). CPXFX (5.24) and FPERX (5.23) have matching dividends . 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 : 8.52 vs. FPERX (7.37). FPERX (21.94) and CPXFX (21.06) 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 | 3.348 | 2.252 | 149% |
| Front Load | N/A | 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 | 5.24 | 5.23 | 100% |
| Returns for 1 year | 8.52 | 7.37 | 116% |
| Returns for 3 years | 21.46 | 19.42 | 111% |
| Returns for 5 years | 21.06 | 21.94 | 96% |
| Returns for 10 years | N/A | 51.51 | - |