Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CSDIX
CSDIX charges 0.84% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among CSDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | CSDIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | CSDIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | CSDIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | CSDIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | CSDIX vs VGRNX |
Best Risk-Adjusted Alternatives to CSDIX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | CSDIX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | CSDIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | CSDIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | CSDIX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | CSDIX vs FRIFX |
Top Performing CSDIX Alternatives (YTD)
CSDIX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | CSDIX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | CSDIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | CSDIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | CSDIX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | CSDIX vs IVRSX |
Lowest Volatility Alternatives to CSDIX
CSDIX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | CSDIX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | CSDIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | CSDIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | CSDIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | CSDIX vs FRIRX |
Lowest Drawdown Alternatives to CSDIX
CSDIX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | CSDIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | CSDIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | CSDIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | CSDIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | CSDIX vs FRINX |
Other Mutual Funds from Cohen & Steers
Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.
Often Compared With CSDIX
What investors most often compare with CSDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CSDIX vs VOO | |
| Vanguard Real Estate ETF | REIT | 16 | 1.31% | Sep 23, 2004 | CSDIX vs VNQ | |
| Cohen & Steers Select Preferred and Income Fund | Preferred Stock/Convertible Bonds | 15 | -2.58% | — | CSDIX vs PSF | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | CSDIX vs FIKLX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | CSDIX vs FIRIX | |
| Cohen & Steers Real Estate Securities Fund Class Z | REIT | 10 | 1.50% | Oct 1, 2014 | CSDIX vs CSZIX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | CSDIX vs SOAAX | |
| JHancock Real Estate Securities Fund | REIT | 9 | 2.30% | Oct 14, 2005 | CSDIX vs JIREX | |
| SA Real Estate Securities Fund | REIT | 7 | 1.73% | Apr 2, 2007 | CSDIX vs SAREX |
Compare CSDIX with Any Fund or Stock
Compare CSDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.