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CPXZX vs FPEIX
CPXZX vs FPEIX Comparison
Open Charts CPXZX vs FPEIX
Cohen & Steers Preferred Sec & Inc Z
Price$12.24
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets7.6B
First Trust Preferred Sec & Inc I
Price$19.59
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets203.36M
CPXZX vs FPEIX Comparison Chart
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CPXZX vs. FPEIX commentary
May 13, 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 FPEIX is a Hold.
FUNDAMENTALS
Fundamentals
CPXZX has more cash in the bank: 7.6B vs. FPEIX (203M). FPEIX (5.73) and CPXZX (5.67) have matching dividends . CPXZX was incepted earlier than FPEIX: CPXZX (11 years) vs FPEIX (14 years). FPEIX (1.06) is less costly to investors than CPXZX (0.80). CPXZX is a more actively managed with annual turnover of: 66.00 vs. FPEIX (43.00). CPXZX has a lower initial minimum investment than FPEIX: CPXZX (0) vs FPEIX (1000000). FPEIX (7.32) and CPXZX (7.14) have marching annual gain over last year. FPEIX return over 5 years is better than : 27.37 vs. CPXZX (21.79).
| CPXZX | FPEIX | CPXZX / FPEIX | |
| Total Expense Ratio | 0.80 | 1.06 | 75% |
| Annual Report Gross Expense Ratio | 0.80 | 1.06 | 75% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 0.796 | 0.612 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.6B | 203M | 3,743% |
| Annual Yield % from dividends | 5.67 | 5.73 | 99% |
| Returns for 1 year | 7.14 | 7.32 | 98% |
| Returns for 3 years | 15.89 | 15.92 | 100% |
| Returns for 5 years | 21.79 | 27.37 | 80% |
| Returns for 10 years | 52.88 | 56.91 | 93% |
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