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CPXZX vs FPERX
CPXZX vs FPERX Comparison
Open Charts CPXZX vs FPERX
Cohen & Steers Preferred Sec & Inc Z
Price$12.26
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets7.6B
First Trust Preferred Sec & Inc R3
Price$19.37
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets206.31M
CPXZX vs FPERX Comparison Chart
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CPXZX vs. FPERX commentary
Jun 04, 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 StrongBuy and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXZX has more cash in the bank: 7.6B vs. FPERX (206M). CPXZX pays higher dividends than FPERX: CPXZX (5.60) vs FPERX (5.23). 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 : 7.30 vs. FPERX (6.38). FPERX (20.17) and CPXZX (19.20) 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 | 1.766 | 1.259 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.6B | 206M | 3,689% |
| Annual Yield % from dividends | 5.60 | 5.23 | 107% |
| Returns for 1 year | 7.30 | 6.38 | 114% |
| Returns for 3 years | 15.22 | 12.96 | 117% |
| Returns for 5 years | 19.20 | 20.17 | 95% |
| Returns for 10 years | 54.73 | 49.47 | 111% |
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