Cohen & Steers Realty Shares Fund Class Z (CSJZX) 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 CSJZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSJZX
CSJZX charges 0.80% annually. There are 30 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | CSJZX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | CSJZX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | CSJZX vs VRTPX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | CSJZX vs VGRNX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | CSJZX vs VGSNX |
Best Risk-Adjusted Alternatives to CSJZX
CSJZX has a PortfoliosLab risk / return rank of 37. There are 75 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 | CSJZX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | CSJZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | CSJZX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | CSJZX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | CSJZX vs IRSAX |
Top Performing CSJZX Alternatives (YTD)
CSJZX is at 17.88% YTD. There are 15 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | CSJZX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | CSJZX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | CSJZX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | CSJZX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | CSJZX vs CREEX |
Lowest Volatility Alternatives to CSJZX
CSJZX has 14.38% 1-year volatility. There are 95 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | CSJZX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | CSJZX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | CSJZX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | CSJZX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | CSJZX vs FRIFX |
Lowest Drawdown Alternatives to CSJZX
CSJZX has a 1-year max drawdown of -7.77%. There are 24 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 | CSJZX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | CSJZX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | CSJZX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | CSJZX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | CSJZX vs FRIFX |
Other Mutual Funds from Cohen & Steers
The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 27 | 7.58% | — | Nov 2006 | CSJZX vs FOF | |
| Cohen & Steers Institutional Realty Shares | REIT | 44 | 17.94% | — | Feb 2000 | CSJZX vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 43 | 17.83% | — | Jul 1991 | CSJZX vs CSRSX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock | 77 | 1.60% | — | May 2010 | CSJZX vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Infrastructure Equities, Global Equities | 79 | 12.43% | — | Aug 2017 | CSJZX vs CSUAX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 48 | 17.03% | — | Jul 1998 | CSJZX vs CSDIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 65 | 13.68% | — | Jan 2012 | CSJZX vs RAPZX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | — | — | — | Dec 2013 | CSJZX vs MLOZX | |
| Cohen & Steers Real Estate Securities Fund Class Z | REIT | 47 | 17.01% | — | Oct 2014 | CSJZX vs CSZIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Infrastructure Equities, Energy Equities | 80 | 12.65% | — | May 2004 | CSJZX vs CSUIX |
Often Compared With CSJZX
Investors most often compare CSJZX with FIRTX, ASRAX, CRARX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CSJZX with Any Fund or Stock
Compare CSJZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSJZX with funds that move differently
Cohen & Steers Realty Shares Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSJZX.
Explore CSJZX Diversifiers