CSEIX vs. BRK-B
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) and Berkshire Hathaway Inc. (BRK-B).
CSEIX is managed by T. Rowe Price. It was launched on Sep 2, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSEIX or BRK-B.
Key characteristics
| CSEIX | BRK-B | |
|---|---|---|
| YTD Return | -6.75% | 13.53% |
| 1Y Return | 4.89% | 26.33% |
| 3Y Return (Ann) | -1.86% | 14.36% |
| 5Y Return (Ann) | 3.70% | 13.60% |
| 10Y Return (Ann) | 6.99% | 12.25% |
| Sharpe Ratio | 0.23 | 2.01 |
| Daily Std Dev | 18.05% | 12.37% |
| Max Drawdown | -72.58% | -53.86% |
| Current Drawdown | -22.66% | -3.71% |
Correlation
The correlation between CSEIX and BRK-B is 0.38, 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
CSEIX vs. BRK-B - Performance Comparison
In the year-to-date period, CSEIX achieves a -6.75% return, which is significantly lower than BRK-B's 13.53% return. Over the past 10 years, CSEIX has underperformed BRK-B with an annualized return of 6.99%, while BRK-B has yielded a comparatively higher 12.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CSEIX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) and Berkshire Hathaway Inc. (BRK-B). 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
CSEIX vs. BRK-B - Dividend Comparison
CSEIX's dividend yield for the trailing twelve months is around 3.12%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSEIX Cohen & Steers Real Estate Securities Fund, Inc. | 3.12% | 2.89% | 7.91% | 4.37% | 5.48% | 7.30% | 3.51% | 2.39% | 5.87% | 23.00% | 7.56% | 6.40% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSEIX vs. BRK-B - Drawdown Comparison
The maximum CSEIX drawdown since its inception was -72.58%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CSEIX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
CSEIX vs. BRK-B - Volatility Comparison
Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) has a higher volatility of 6.01% compared to Berkshire Hathaway Inc. (BRK-B) at 3.66%. This indicates that CSEIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.