CSRIX vs. FRIFX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Fidelity Real Estate Income Fund (FRIFX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. FRIFX is managed by Fidelity. It was launched on Feb 4, 2003.
Performance
CSRIX vs. FRIFX - Performance Comparison
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CSRIX vs. FRIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.92% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
FRIFX Fidelity Real Estate Income Fund | 0.41% | 7.16% | 7.93% | 9.32% | -14.54% | 18.90% | -1.09% | 17.92% | -1.80% | 6.20% |
Returns By Period
In the year-to-date period, CSRIX achieves a 2.92% return, which is significantly higher than FRIFX's 0.41% return. Over the past 10 years, CSRIX has outperformed FRIFX with an annualized return of 6.43%, while FRIFX has yielded a comparatively lower 5.31% annualized return.
CSRIX
- 1D
- 1.02%
- 1M
- -6.52%
- YTD
- 2.92%
- 6M
- 0.23%
- 1Y
- 2.69%
- 3Y*
- 7.46%
- 5Y*
- 4.15%
- 10Y*
- 6.43%
FRIFX
- 1D
- 0.41%
- 1M
- -2.62%
- YTD
- 0.41%
- 6M
- 1.17%
- 1Y
- 4.70%
- 3Y*
- 7.54%
- 5Y*
- 3.80%
- 10Y*
- 5.31%
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CSRIX vs. FRIFX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than FRIFX's 0.71% expense ratio.
Return for Risk
CSRIX vs. FRIFX — Risk / Return Rank
CSRIX
FRIFX
CSRIX vs. FRIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Fidelity Real Estate Income Fund (FRIFX). 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.
| CSRIX | FRIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.97 | -0.79 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.30 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.19 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.14 | -0.80 |
Martin ratioReturn relative to average drawdown | 1.18 | 4.83 | -3.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSRIX | FRIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.97 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.59 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.56 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.72 | -0.40 |
Correlation
The correlation between CSRIX and FRIFX is 0.90, 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.
Dividends
CSRIX vs. FRIFX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.38%, less than FRIFX's 4.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.38% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
FRIFX Fidelity Real Estate Income Fund | 4.67% | 4.69% | 4.65% | 4.99% | 6.04% | 1.47% | 4.77% | 5.68% | 5.08% | 4.40% | 4.98% | 3.65% |
Drawdowns
CSRIX vs. FRIFX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, which is greater than FRIFX's maximum drawdown of -38.27%. Use the drawdown chart below to compare losses from any high point for CSRIX and FRIFX.
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Drawdown Indicators
| CSRIX | FRIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -38.27% | -3.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -4.34% | -7.07% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -18.12% | -13.67% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -34.50% | -6.95% |
Current DrawdownCurrent decline from peak | -6.52% | -2.70% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -4.29% | -4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.03% | +2.22% |
Volatility
CSRIX vs. FRIFX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 4.43% compared to Fidelity Real Estate Income Fund (FRIFX) at 1.69%. This indicates that CSRIX's price experiences larger fluctuations and is considered to be riskier than FRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | FRIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 1.69% | +2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 2.93% | +6.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 4.96% | +11.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 6.50% | +12.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 9.47% | +11.01% |