CSRIX vs. PJEZX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and PGIM US Real Estate Fund (PJEZX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. PJEZX is managed by PGIM. It was launched on Dec 21, 2010.
Performance
CSRIX vs. PJEZX - Performance Comparison
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CSRIX vs. PJEZX - 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% |
PJEZX PGIM US Real Estate Fund | 5.84% | 2.49% | 13.08% | 15.85% | -27.26% | 48.32% | -4.86% | 44.30% | -3.54% | 5.60% |
Returns By Period
In the year-to-date period, CSRIX achieves a 2.92% return, which is significantly lower than PJEZX's 5.84% return. Over the past 10 years, CSRIX has underperformed PJEZX with an annualized return of 6.43%, while PJEZX has yielded a comparatively higher 8.14% 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%
PJEZX
- 1D
- 1.61%
- 1M
- -5.65%
- YTD
- 5.84%
- 6M
- 3.63%
- 1Y
- 8.02%
- 3Y*
- 10.81%
- 5Y*
- 6.41%
- 10Y*
- 8.14%
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CSRIX vs. PJEZX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is lower than PJEZX's 1.00% expense ratio.
Return for Risk
CSRIX vs. PJEZX — Risk / Return Rank
CSRIX
PJEZX
CSRIX vs. PJEZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and PGIM US Real Estate Fund (PJEZX). 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 | PJEZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.48 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.76 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.10 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.70 | -0.36 |
Martin ratioReturn relative to average drawdown | 1.18 | 3.00 | -1.82 |
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 | PJEZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.48 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.34 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.39 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.45 | -0.14 |
Correlation
The correlation between CSRIX and PJEZX is 0.97, 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. PJEZX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.38%, more than PJEZX's 1.89% 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% |
PJEZX PGIM US Real Estate Fund | 1.89% | 2.05% | 1.93% | 1.65% | 3.21% | 9.54% | 1.56% | 13.21% | 5.43% | 6.31% | 15.48% | 9.39% |
Drawdowns
CSRIX vs. PJEZX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, roughly equal to the maximum PJEZX drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for CSRIX and PJEZX.
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Drawdown Indicators
| CSRIX | PJEZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -43.43% | +1.98% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -13.12% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -34.60% | +2.81% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -43.43% | +1.98% |
Current DrawdownCurrent decline from peak | -6.52% | -5.65% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -8.19% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.05% | +0.20% |
Volatility
CSRIX vs. PJEZX - Volatility Comparison
The current volatility for Cohen & Steers Institutional Realty Shares (CSRIX) is 4.43%, while PGIM US Real Estate Fund (PJEZX) has a volatility of 5.01%. This indicates that CSRIX experiences smaller price fluctuations and is considered to be less risky than PJEZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | PJEZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 5.01% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 9.49% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 17.06% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 18.93% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 21.15% | -0.67% |