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CPXZX vs FPEFX
CPXZX vs FPEFX Comparison
Open Charts CPXZX vs FPEFX
Cohen & Steers Preferred Sec & Inc Z
Price$12.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.6B
First Trust Preferred Sec & Inc F
Price$19.68
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets204.43M
CPXZX vs FPEFX Comparison Chart
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CPXZX vs. FPEFX commentary
May 14, 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 CPXZX is a Buy and FPEFX is a Hold.
FUNDAMENTALS
Fundamentals
CPXZX has more cash in the bank: 7.6B vs. FPEFX (204M). CPXZX (5.67) and FPEFX (5.55) have matching dividends . CPXZX was incepted earlier than FPEFX: CPXZX (11 years) vs FPEFX (14 years). FPEFX (1.41) is less costly to investors than CPXZX (0.80). CPXZX is a more actively managed with annual turnover of: 66.00 vs. FPEFX (43.00). CPXZX has a lower initial minimum investment than FPEFX: CPXZX (0) vs FPEFX (2500). CPXZX annual gain was more profitable for investors over the last year : 7.66 vs. FPEFX (7.01). FPEFX return over 5 years is better than : 26.61 vs. CPXZX (23.05).
| CPXZX | FPEFX | CPXZX / FPEFX | |
| Total Expense Ratio | 0.80 | 1.31 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 1.41 | 57% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 1.293 | 0.508 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.6B | 204M | 3,725% |
| Annual Yield % from dividends | 5.67 | 5.55 | 102% |
| Returns for 1 year | 7.66 | 7.01 | 109% |
| Returns for 3 years | 16.46 | 15.14 | 109% |
| Returns for 5 years | 23.05 | 26.61 | 87% |
| Returns for 10 years | 53.64 | 54.12 | 99% |
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