Correlation
The correlation between CSEIX and FSPGX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
CSEIX vs. FSPGX
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) and Fidelity Large Cap Growth Index Fund (FSPGX).
CSEIX is managed by T. Rowe Price. It was launched on Sep 2, 1997. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSEIX or FSPGX.
Performance
CSEIX vs. FSPGX - Performance Comparison
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Key characteristics
CSEIX:
0.81
FSPGX:
0.70
CSEIX:
1.25
FSPGX:
1.02
CSEIX:
1.17
FSPGX:
1.14
CSEIX:
0.72
FSPGX:
0.67
CSEIX:
2.50
FSPGX:
2.22
CSEIX:
6.06%
FSPGX:
7.05%
CSEIX:
17.69%
FSPGX:
25.52%
CSEIX:
-72.58%
FSPGX:
-32.66%
CSEIX:
-8.62%
FSPGX:
-4.29%
Returns By Period
In the year-to-date period, CSEIX achieves a 3.44% return, which is significantly higher than FSPGX's -0.26% return.
CSEIX
3.44%
-0.48%
-5.53%
11.90%
2.24%
8.69%
6.97%
FSPGX
-0.26%
5.97%
0.63%
17.58%
19.84%
17.66%
N/A
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CSEIX vs. FSPGX - Expense Ratio Comparison
CSEIX has a 1.10% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
CSEIX vs. FSPGX — Risk-Adjusted Performance Rank
CSEIX
FSPGX
CSEIX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
CSEIX vs. FSPGX - Dividend Comparison
CSEIX's dividend yield for the trailing twelve months is around 2.65%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSEIX Cohen & Steers Real Estate Securities Fund, Inc. | 2.65% | 2.72% | 2.89% | 7.91% | 4.57% | 5.48% | 7.57% | 3.51% | 2.39% | 5.87% | 23.00% | 7.56% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% |
Drawdowns
CSEIX vs. FSPGX - Drawdown Comparison
The maximum CSEIX drawdown since its inception was -72.58%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for CSEIX and FSPGX.
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Volatility
CSEIX vs. FSPGX - Volatility Comparison
The current volatility for Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) is 4.51%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.87%. This indicates that CSEIX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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