Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSDIX
CSDIX charges 0.84% annually. There are 33 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | CSDIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | CSDIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | CSDIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | CSDIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | CSDIX vs VGRNX |
Best Risk-Adjusted Alternatives to CSDIX
CSDIX has a PortfoliosLab risk / return rank of 13. There are 35 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | CSDIX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | CSDIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | CSDIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | CSDIX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | CSDIX vs FRIRX |
Top Performing CSDIX Alternatives (YTD)
CSDIX is at 10.78% YTD. There are 22 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | CSDIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | CSDIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | CSDIX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | CSDIX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | CSDIX vs PRRSX |
Lowest Volatility Alternatives to CSDIX
CSDIX has 13.20% 1-year volatility. There are 80 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | CSDIX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | CSDIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | CSDIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | CSDIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | CSDIX vs FRINX |
Lowest Drawdown Alternatives to CSDIX
CSDIX has a 1-year max drawdown of -7.91%. There are 33 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | CSDIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | CSDIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | CSDIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | CSDIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | CSDIX vs FRIFX |
Other Mutual Funds from Cohen & Steers
The 10 most viewed Cohen & Steers mutual funds shown here include CSRIX, FOF, CSRSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Institutional Realty Shares | REIT | 12 | 11.61% | — | Feb 2000 | CSDIX vs CSRIX | |
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 25 | 8.19% | — | Nov 2006 | CSDIX vs FOF | |
| Cohen & Steers Realty Shares Fund | REIT | 11 | 11.55% | — | Jul 1991 | CSDIX vs CSRSX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 82 | 1.66% | — | May 2010 | CSDIX vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Global Equities | 40 | 9.47% | — | Aug 2017 | CSDIX vs CSUAX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | 97 | 36.18% | — | Dec 2013 | CSDIX vs MLOZX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 84 | 1.86% | — | Nov 2015 | CSDIX vs LPXZX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Energy Equities | 42 | 9.60% | — | May 2004 | CSDIX vs CSUIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.81% | — | Jan 2012 | CSDIX vs RAPZX | |
| Cohen & Steers International Realty Fund | REIT | 6 | -0.55% | — | Mar 2005 | CSDIX vs IRFIX |
Often Compared With CSDIX
Investors most often compare CSDIX with VOO, VNQ, PSF. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CSDIX with Any Fund or Stock
Compare CSDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSDIX with funds that move differently
Cohen & Steers Real Estate Securities Fund CLASS I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSDIX.
Explore CSDIX Diversifiers