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CPXIX vs FPERX
CPXIX vs FPERX Comparison
Open Charts CPXIX vs FPERX
Cohen & Steers Preferred Sec & Inc I
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
CPXIX vs FPERX Comparison Chart in %
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CPXIX 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 CPXIX is a Hold and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.69B vs. FPERX (215M). CPXIX pays higher dividends than FPERX: CPXIX (5.32) vs FPERX (5.03). 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). FPERX annual gain was more profitable for investors over the last year : 7.15 vs. CPXIX (6.65). FPERX return over 5 years is better than : 21.35 vs. CPXIX (18.45).
| 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 | 7.341 | 7.891 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.69B | 215M | 3,576% |
| Annual Yield % from dividends | 5.32 | 5.03 | 106% |
| Returns for 1 year | 6.65 | 7.15 | 93% |
| Returns for 3 years | 30.34 | 29.95 | 101% |
| Returns for 5 years | 18.45 | 21.35 | 86% |
| Returns for 10 years | 60.81 | 58.69 | 104% |
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