AAIIX
Price
$7.13
Change
+$0.01 (+0.14%)
Updated
Dec 24 closing price
Net Assets
49.14M
CPXFX
Price
$12.58
Change
+$0.01 (+0.08%)
Updated
Dec 24 closing price
Net Assets
7.21B
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AAIIX vs CPXFX

Header iconAAIIX vs CPXFX Comparison
Open Charts AAIIX vs CPXFXBanner chart's image
Ancora Income I
Price$7.13
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets49.14M
Cohen & Steers Preferred Sec & Inc F
Price$12.58
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets7.21B
AAIIX vs CPXFX Comparison Chart in %
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AAIIX vs. CPXFX commentary
Dec 26, 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 AAIIX is a Buy and CPXFX is a Hold.

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FUNDAMENTALS
Fundamentals
CPXFX has more cash in the bank: 7.21B vs. AAIIX (49.1M). CPXFX pays higher dividends than AAIIX: CPXFX (5.54) vs AAIIX (5.27). AAIIX was incepted earlier than CPXFX: AAIIX (22 years) vs CPXFX (9 years). AAIIX (0.90) is less costly to investors than CPXFX (0.79). CPXFX is a more actively managed with annual turnover of: 66.00 vs. AAIIX (24.32). CPXFX has a lower initial minimum investment than AAIIX: CPXFX (0) vs AAIIX (5000). CPXFX annual gain was more profitable for investors over the last year : 7.31 vs. AAIIX (3.12). AAIIX return over 5 years is better than : 17.39 vs. CPXFX (13.93).
AAIIXCPXFXAAIIX / CPXFX
Total Expense Ratio0.900.79114%
Annual Report Gross Expense Ratio0.900.79114%
Fund Existence22 years9 years-
Gain YTD3.1207.22043%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets49.1M7.21B1%
Annual Yield % from dividends5.275.5495%
Returns for 1 year3.127.3143%
Returns for 3 years23.2625.6391%
Returns for 5 years17.3913.93125%
Returns for 10 years40.01N/A-
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