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CPXIX vs FPEAX
CPXIX vs FPEAX Comparison
Open Charts CPXIX vs FPEAX
Cohen & Steers Preferred Sec & Inc I
Price$12.63
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets7.62B
First Trust Preferred Sec & Inc A
Price$20.30
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets213.37M
CPXIX vs FPEAX Comparison Chart in %
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CPXIX vs. FPEAX commentary
Nov 28, 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 CPXIX is a Buy and FPEAX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.62B vs. FPEAX (213M). CPXIX (5.38) and FPEAX (5.20) have matching dividends . CPXIX was incepted earlier than FPEAX: CPXIX (16 years) vs FPEAX (15 years). FPEAX (1.42) is less costly to investors than CPXIX (0.86). CPXIX is a more actively managed with annual turnover of: 66.00 vs. FPEAX (43.00). FPEAX has a lower initial minimum investment than CPXIX: FPEAX (2500) vs CPXIX (100000). FPEAX annual gain was more profitable for investors over the last year : 8.14 vs. CPXIX (7.61). FPEAX return over 5 years is better than : 18.74 vs. CPXIX (15.23).
| CPXIX | FPEAX | CPXIX / FPEAX | |
| Total Expense Ratio | 0.86 | 1.41 | 61% |
| Annual Report Gross Expense Ratio | 0.86 | 1.42 | 61% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 7.590 | 8.043 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.62B | 213M | 3,576% |
| Annual Yield % from dividends | 5.38 | 5.20 | 103% |
| Returns for 1 year | 7.61 | 8.14 | 94% |
| Returns for 3 years | 26.43 | 26.78 | 99% |
| Returns for 5 years | 15.23 | 18.74 | 81% |
| Returns for 10 years | 59.10 | 61.70 | 96% |
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