Cohen & Steers Institutional Realty Shares (CSRIX) Alternatives
Cohen & Steers Institutional Realty Shares (CSRIX) 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 CSRIX. 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 CSRIX
CSRIX charges 0.76% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among CSRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | CSRIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | CSRIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | CSRIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | CSRIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | CSRIX vs VGRNX |
Best Risk-Adjusted Alternatives to CSRIX
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 | CSRIX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | CSRIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | Oct 20, 2011 | CSRIX vs FSREX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | 50 | Feb 10, 2011 | CSRIX vs VGRLX | |
| Fidelity International Real Estate Fund | 50 | Sep 8, 2004 | CSRIX vs FIREX |
Top Performing CSRIX Alternatives (YTD)
CSRIX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 6.07% | Dec 29, 1998 | CSRIX vs AIGYX | |
| PGIM US Real Estate Fund | 5.84% | Dec 21, 2010 | CSRIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 5.63% | Dec 16, 2002 | CSRIX vs HLRRX | |
| VY CBRE Real Estate Portfolio | 4.62% | Jan 24, 1989 | CSRIX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 4.52% | Mar 1, 1995 | CSRIX vs PHRAX |
Lowest Volatility Alternatives to CSRIX
CSRIX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| TIAA Real Estate Account | 0.77% | Oct 2, 1995 | CSRIX vs QREARX | |
| Redwood Real Estate Income Fund | 0.89% | Jun 23, 2023 | CSRIX vs CREMX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | CSRIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.58% | Jun 30, 2014 | CSRIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | CSRIX vs FRIRX |
Lowest Drawdown Alternatives to CSRIX
CSRIX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | CSRIX vs QREARX | |
| Redwood Real Estate Income Fund | -0.55% | Jun 23, 2023 | CSRIX vs CREMX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | CSRIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | CSRIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | CSRIX vs FRINX |
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Often Compared With CSRIX
What investors most often compare with CSRIX, based on PortfoliosLab usage data.
Compare CSRIX with Any Fund or Stock
Compare CSRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.