CSRIX vs. FSREX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Fidelity Series Real Estate Income Fund (FSREX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. FSREX is managed by Fidelity. It was launched on Oct 20, 2011.
Performance
CSRIX vs. FSREX - Performance Comparison
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CSRIX vs. FSREX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 1.88% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
FSREX Fidelity Series Real Estate Income Fund | -0.40% | 8.93% | 9.87% | 8.29% | -11.78% | 15.78% | 0.58% | 16.02% | -0.73% | 5.91% |
Returns By Period
In the year-to-date period, CSRIX achieves a 1.88% return, which is significantly higher than FSREX's -0.40% return. Over the past 10 years, CSRIX has outperformed FSREX with an annualized return of 6.32%, while FSREX has yielded a comparatively lower 5.43% annualized return.
CSRIX
- 1D
- 0.29%
- 1M
- -7.07%
- YTD
- 1.88%
- 6M
- -0.74%
- 1Y
- 1.82%
- 3Y*
- 7.10%
- 5Y*
- 4.32%
- 10Y*
- 6.32%
FSREX
- 1D
- 0.30%
- 1M
- -1.67%
- YTD
- -0.40%
- 6M
- 0.75%
- 1Y
- 5.99%
- 3Y*
- 8.33%
- 5Y*
- 4.61%
- 10Y*
- 5.43%
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CSRIX vs. FSREX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than FSREX's 0.00% expense ratio.
Return for Risk
CSRIX vs. FSREX — Risk / Return Rank
CSRIX
FSREX
CSRIX vs. FSREX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Fidelity Series Real Estate Income Fund (FSREX). 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 | FSREX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.96 | -1.80 |
Sortino ratioReturn per unit of downside risk | 0.33 | 2.70 | -2.37 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.41 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 2.14 | -1.91 |
Martin ratioReturn relative to average drawdown | 0.80 | 10.21 | -9.41 |
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 | FSREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.96 | -1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.97 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.69 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.94 | -0.62 |
Correlation
The correlation between CSRIX and FSREX is 0.73, 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. FSREX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.40%, less than FSREX's 5.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.40% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
FSREX Fidelity Series Real Estate Income Fund | 5.69% | 5.64% | 6.05% | 7.43% | 9.99% | 3.58% | 6.24% | 6.62% | 5.87% | 5.49% | 5.22% | 4.33% |
Drawdowns
CSRIX vs. FSREX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, which is greater than FSREX's maximum drawdown of -32.02%. Use the drawdown chart below to compare losses from any high point for CSRIX and FSREX.
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Drawdown Indicators
| CSRIX | FSREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -32.02% | -9.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -2.90% | -8.51% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -15.22% | -16.57% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -32.02% | -9.43% |
Current DrawdownCurrent decline from peak | -7.47% | -1.76% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -2.57% | -6.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 0.61% | +2.61% |
Volatility
CSRIX vs. FSREX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 4.28% compared to Fidelity Series Real Estate Income Fund (FSREX) at 1.06%. This indicates that CSRIX's price experiences larger fluctuations and is considered to be riskier than FSREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | FSREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 1.06% | +3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 1.67% | +8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 3.02% | +13.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 4.80% | +13.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 7.89% | +12.59% |