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CEFS and CEFZ share 18.9% of their holdings.
| Side by side | CEFS | CEFZ | PCEF |
|---|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.11% | 2.82% | 2.76% |
| Cost per year on $10k | $111 | $282 | $276 |
| Trailing 12-mo yield | 7.34% | 10.33% | 7.76% |
| Income per year on $10k | $734 | $1,033 | $776 |
| YTD | +10.9% | +3.6% | +2.1% |
| 1 year | +13.7% | +5.8% | +2.9% |
| 3 years · per year | +23.1% | — | +15.1% |
| 5 years · per year | +12.2% | — | +3.7% |
| Worst drop · 1Y | −6.0% | −6.8% | −8.3% |
| Volatility · 1Y | 11.9% | 10.6% | 9.9% |
| Holdings | 115 | 46 | 106 |
| Assets | $430M | $40M | $743M |
| Leverage | None | None | None |
| Since | 2017 | 2006 | 2010 |
Highlighted = best in the row. Returns include dividends.