Interact to see
Advertisement
Advertisement
CPXZX vs FPERX
CPXZX vs FPERX Comparison
Open Charts CPXZX vs FPERX
Cohen & Steers Preferred Sec & Inc Z
Price$12.39
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets7.39B
First Trust Preferred Sec & Inc R3
Price$19.57
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets207.92M
CPXZX vs FPERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPXZX vs. FPERX commentary
Jul 01, 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 FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXZX has more cash in the bank: 7.39B vs. FPERX (208M). CPXZX (5.24) and FPERX (5.23) have matching dividends . CPXZX was incepted earlier than FPERX: CPXZX (11 years) vs FPERX (14 years). FPERX (5.15) is less costly to investors than CPXZX (0.80). CPXZX is a more actively managed with annual turnover of: 66.00 vs. FPERX (43.00). CPXZX (0) and FPERX (0) have matching initial minimum investment requirements. CPXZX annual gain was more profitable for investors over the last year : 8.51 vs. FPERX (7.37). FPERX (21.94) and CPXZX (21.14) have equivalent 5 years return.
| CPXZX | FPERX | CPXZX / FPERX | |
| Total Expense Ratio | 0.80 | 1.66 | 48% |
| Annual Report Gross Expense Ratio | 0.80 | 5.15 | 16% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 3.346 | 2.252 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39B | 208M | 3,552% |
| Annual Yield % from dividends | 5.24 | 5.23 | 100% |
| Returns for 1 year | 8.51 | 7.37 | 116% |
| Returns for 3 years | 21.44 | 19.42 | 110% |
| Returns for 5 years | 21.14 | 21.94 | 96% |
| Returns for 10 years | 58.20 | 51.51 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement