Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) Alternatives
Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) 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 CSZIX. 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 CSZIX
CSZIX charges 0.75% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among CSZIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | CSZIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | CSZIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | CSZIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | CSZIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | CSZIX vs VGRNX |
Best Risk-Adjusted Alternatives to CSZIX
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 | CSZIX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | CSZIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | CSZIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | CSZIX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | CSZIX vs FRIFX |
Top Performing CSZIX Alternatives (YTD)
CSZIX 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 | CSZIX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | CSZIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | CSZIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | CSZIX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | CSZIX vs IVRSX |
Lowest Volatility Alternatives to CSZIX
CSZIX 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 | CSZIX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | CSZIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | CSZIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | CSZIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | CSZIX vs FRIRX |
Lowest Drawdown Alternatives to CSZIX
CSZIX 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 | CSZIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | CSZIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | CSZIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | CSZIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | CSZIX vs FRINX |
Other Mutual Funds from Cohen & Steers
Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.
Often Compared With CSZIX
What investors most often compare with CSZIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Real Estate ETF | REIT | 16 | 1.31% | Sep 23, 2004 | CSZIX vs VNQ | |
| Realty Income Corporation | 65 | 9.95% | — | CSZIX vs O | ||
| Fidelity Real Estate Investment Portfolio | REIT | 8 | 1.88% | Nov 17, 1986 | CSZIX vs FRESX | |
| Fidelity MSCI Real Estate Index ETF | REIT | 16 | 0.98% | Feb 2, 2015 | CSZIX vs FREL | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | CSZIX vs FIRIX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | CSZIX vs SOAAX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | CSZIX vs FIKLX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 9 | 1.50% | Jul 15, 1998 | CSZIX vs CSDIX |
Compare CSZIX with Any Fund or Stock
Compare CSZIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.