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CPXIX vs FPEFX
CPXIX vs FPEFX Comparison
Open Charts CPXIX vs FPEFX
Cohen & Steers Preferred Sec & Inc I
Price$12.65
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets7.69B
First Trust Preferred Sec & Inc F
Price$20.69
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets214.73M
CPXIX vs FPEFX Comparison Chart in %
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CPXIX vs. FPEFX commentary
Oct 17, 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 Hold and FPEFX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.69B vs. FPEFX (215M). CPXIX (5.32) and FPEFX (5.27) have matching dividends . CPXIX was incepted earlier than FPEFX: CPXIX (15 years) vs FPEFX (15 years). FPEFX (1.41) is less costly to investors than CPXIX (0.86). CPXIX is a more actively managed with annual turnover of: 66.00 vs. FPEFX (43.00). FPEFX has a lower initial minimum investment than CPXIX: FPEFX (2500) vs CPXIX (100000). FPEFX annual gain was more profitable for investors over the last year : 7.69 vs. CPXIX (6.40). FPEFX return over 5 years is better than : 23.56 vs. CPXIX (17.99).
| CPXIX | FPEFX | CPXIX / FPEFX | |
| Total Expense Ratio | 0.86 | 1.31 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.41 | 61% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 6.917 | 8.114 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.69B | 215M | 3,576% |
| Annual Yield % from dividends | 5.32 | 5.27 | 101% |
| Returns for 1 year | 6.40 | 7.69 | 83% |
| Returns for 3 years | 30.05 | 31.76 | 95% |
| Returns for 5 years | 17.99 | 23.56 | 76% |
| Returns for 10 years | 60.17 | 64.96 | 93% |
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