BREIX vs. CSRSX
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and Cohen & Steers Realty Shares Fund (CSRSX).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or CSRSX.
Correlation
The correlation between BREIX and CSRSX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BREIX vs. CSRSX - Performance Comparison
Key characteristics
BREIX:
1.00
CSRSX:
0.69
BREIX:
1.42
CSRSX:
1.02
BREIX:
1.18
CSRSX:
1.13
BREIX:
0.92
CSRSX:
0.41
BREIX:
3.50
CSRSX:
2.59
BREIX:
5.21%
CSRSX:
4.16%
BREIX:
18.32%
CSRSX:
15.62%
BREIX:
-42.73%
CSRSX:
-77.14%
BREIX:
-6.44%
CSRSX:
-13.07%
Returns By Period
In the year-to-date period, BREIX achieves a 1.35% return, which is significantly higher than CSRSX's 0.91% return. Over the past 10 years, BREIX has outperformed CSRSX with an annualized return of 4.82%, while CSRSX has yielded a comparatively lower 0.78% annualized return.
BREIX
1.35%
2.89%
8.89%
17.26%
8.34%
4.82%
CSRSX
0.91%
1.61%
2.27%
11.53%
2.38%
0.78%
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BREIX vs. CSRSX - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than CSRSX's 0.88% expense ratio.
Risk-Adjusted Performance
BREIX vs. CSRSX — Risk-Adjusted Performance Rank
BREIX
CSRSX
BREIX vs. CSRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and Cohen & Steers Realty Shares Fund (CSRSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BREIX vs. CSRSX - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.39%, less than CSRSX's 2.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.39% | 0.40% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% |
CSRSX Cohen & Steers Realty Shares Fund | 2.75% | 2.78% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% |
Drawdowns
BREIX vs. CSRSX - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, smaller than the maximum CSRSX drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for BREIX and CSRSX. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. CSRSX - Volatility Comparison
Baron Real Estate Fund (BREIX) has a higher volatility of 7.34% compared to Cohen & Steers Realty Shares Fund (CSRSX) at 6.37%. This indicates that BREIX's price experiences larger fluctuations and is considered to be riskier than CSRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.