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 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BREIX vs. CSRSX - Performance Comparison
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Key characteristics
BREIX:
21.02%
CSRSX:
10.16%
BREIX:
-42.73%
CSRSX:
-1.32%
BREIX:
-13.73%
CSRSX:
-0.63%
Returns By Period
BREIX
-6.54%
8.09%
-11.72%
3.60%
9.74%
3.54%
CSRSX
N/A
N/A
N/A
N/A
N/A
N/A
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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.
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Dividends
BREIX vs. CSRSX - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.43%, less than CSRSX's 2.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.43% | 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 | 2.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BREIX vs. CSRSX - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, which is greater than CSRSX's maximum drawdown of -1.32%. Use the drawdown chart below to compare losses from any high point for BREIX and CSRSX. For additional features, visit the drawdowns tool.
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Volatility
BREIX vs. CSRSX - Volatility Comparison
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