PXED vs PTA

Comparison between Phoenix Education Partners Inc (PXED, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

PXED is from the Consumer Defensive sector, while PTA is from the Financial Services sector.

PXED vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PXED(COMPANY)	PTA(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	30.54%	38.77%
Sharpe Ratio	-0.33	0.17
5Y Beta	0.97	N/A
Industry	Education & Training Services	Asset Management
P/E Ratio	11.23	12.12
Forward P/E	6.33	N/A
Dividend Yield	1.38%	N/A
5Y Dividends CAGR	N/A	17.43%
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	7.42%	N/A
P/S Ratio	1.08	12.00
P/B Ratio	3.76	0.93

Market Cap

Winner

PXED

$1.09B

PTA

$1.09B

Max Drawdown

Winner

PXED

30.54%

PTA

38.77%

Sharpe Ratio

PXED

-0.33

Winner

PTA

0.17

5Y Beta

PXED

0.97

PTA

N/A

Industry

PXED

Education & Training Services

PTA

Asset Management

P/E Ratio

Winner

PXED

11.23

PTA

12.12

Forward P/E

PXED

6.33

PTA

N/A

Dividend Yield

PXED

1.38%

PTA

N/A

5Y Dividends CAGR

PXED

N/A

PTA

17.43%

Debt to Equity

PXED

0.00%

PTA

N/A

Free Cash Flow Yield

PXED

7.42%

PTA

N/A

P/S Ratio

Winner

PXED

1.08

PTA

12.00

P/B Ratio

PXED

3.76

Winner

PTA

0.93

PXED vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	PXED	PTA
1 month	+3.30%	-1.02%
3 months	+10.03%	+4.23%
6 months	-3.81%	+2.92%
1 year	N/A	+5.11%
5 years(CAGR)	N/A	+2.54%
Max(CAGR)	-23.99%	+3.11%

Winner

PXED

+3.30%

PTA

-1.02%

Winner

PXED

+10.03%

PTA

+4.23%

PXED

-3.81%

Winner

PTA

+2.92%

PXED

N/A

PTA

+5.11%

5Y(CAGR)

PXED

N/A

PTA

+2.54%

Max(CAGR)

PXED

-23.99%

Winner

PTA

+3.11%

PXED vs PTA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PXED	PTA
2026	+6.02%	+1.86%
2025	-20.58%	+7.37%
2024	N/A	+14.27%
2023	N/A	+9.03%
2022	N/A	-21.07%
2021	N/A	+0.86%
2020	N/A	+4.53%

PXED vs PTA Drawdown Comparison

The maximum drawdown for PXED was -30.06%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.

The current PXED drawdown is -17.55%. The current PTA drawdown is -3.27%.

Rank	PXED	PTA
#1	-30.06% Oct 9, 2025 - Mar 20, 2026	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	N/A	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	N/A	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	N/A	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	N/A	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	N/A	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	N/A	-1.77% Nov 25, 2020 - Dec 10, 2020
#8	N/A	-1.49% Aug 12, 2025 - Aug 19, 2025
#9	N/A	-1.31% Dec 18, 2020 - Dec 23, 2020
#10	N/A	-1.18% Jun 4, 2021 - Jul 1, 2021
#11	N/A	-1.05% Dec 15, 2020 - Dec 18, 2020
#12	N/A	-1.04% Oct 2, 2024 - Oct 8, 2024
#13	N/A	-0.93% Aug 27, 2024 - Sep 16, 2024
#14	N/A	-0.89% Aug 22, 2025 - Sep 4, 2025
#15	N/A	-0.84% Jul 9, 2025 - Jul 16, 2025

Correlation

Correlation between PXED and PTA is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101