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CPXIX vs FPERX
CPXIX vs FPERX Comparison
Open Charts CPXIX vs FPERX
Cohen & Steers Preferred Sec & Inc I
Price$12.67
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets7.69B
First Trust Preferred Sec & Inc R3
Price$20.17
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets213.92M
CPXIX vs FPERX Comparison Chart in %
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CPXIX vs. FPERX commentary
Sep 16, 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 StrongBuy and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.69B vs. FPERX (214M). CPXIX (5.29) and FPERX (5.09) have matching dividends . CPXIX was incepted earlier than FPERX: CPXIX (15 years) vs FPERX (15 years). FPERX (5.15) is less costly to investors than CPXIX (0.86). CPXIX is a more actively managed with annual turnover of: 66.00 vs. FPERX (43.00). FPERX has a lower initial minimum investment than CPXIX: FPERX (0) vs CPXIX (100000). CPXIX (7.75) and FPERX (7.55) have marching annual gain over last year. FPERX return over 5 years is better than : 20.18 vs. CPXIX (18.08).
| CPXIX | FPERX | CPXIX / FPERX | |
| Total Expense Ratio | 0.86 | 1.66 | 52% |
| Annual Report Gross Expense Ratio | 0.86 | 5.15 | 17% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 6.668 | 6.593 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.69B | 214M | 3,593% |
| Annual Yield % from dividends | 5.29 | 5.09 | 104% |
| Returns for 1 year | 7.75 | 7.55 | 103% |
| Returns for 3 years | 22.75 | 21.56 | 106% |
| Returns for 5 years | 18.08 | 20.18 | 90% |
| Returns for 10 years | 61.07 | 57.59 | 106% |
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