CSRIX vs. PURZX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and PGIM Global Real Estate Fund (PURZX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. PURZX is managed by PGIM. It was launched on May 4, 1998.
Performance
CSRIX vs. PURZX - Performance Comparison
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CSRIX vs. PURZX - 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% |
PURZX PGIM Global Real Estate Fund | 3.07% | 9.22% | 3.64% | 11.24% | -26.73% | 27.91% | -4.39% | 20.60% | -5.32% | 10.36% |
Returns By Period
In the year-to-date period, CSRIX achieves a 2.92% return, which is significantly lower than PURZX's 3.07% return. Over the past 10 years, CSRIX has outperformed PURZX with an annualized return of 6.43%, while PURZX has yielded a comparatively lower 3.71% 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%
PURZX
- 1D
- 1.73%
- 1M
- -8.28%
- YTD
- 3.07%
- 6M
- 1.97%
- 1Y
- 11.08%
- 3Y*
- 8.20%
- 5Y*
- 2.54%
- 10Y*
- 3.71%
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CSRIX vs. PURZX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is lower than PURZX's 0.93% expense ratio.
Return for Risk
CSRIX vs. PURZX — Risk / Return Rank
CSRIX
PURZX
CSRIX vs. PURZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and PGIM Global Real Estate Fund (PURZX). 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 | PURZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.79 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.16 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.07 | -0.73 |
Martin ratioReturn relative to average drawdown | 1.18 | 4.25 | -3.07 |
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 | PURZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.79 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.16 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.22 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.36 | -0.04 |
Correlation
The correlation between CSRIX and PURZX is 0.91, 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. PURZX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.38%, less than PURZX's 2.77% 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% |
PURZX PGIM Global Real Estate Fund | 2.77% | 2.85% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 10.18% | 4.22% | 3.93% | 4.67% | 3.45% |
Drawdowns
CSRIX vs. PURZX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, smaller than the maximum PURZX drawdown of -69.49%. Use the drawdown chart below to compare losses from any high point for CSRIX and PURZX.
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Drawdown Indicators
| CSRIX | PURZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -69.49% | +28.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -11.12% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -34.80% | +3.01% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -41.05% | -0.40% |
Current DrawdownCurrent decline from peak | -6.52% | -8.43% | +1.91% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -12.04% | +3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.80% | +0.45% |
Volatility
CSRIX vs. PURZX - Volatility Comparison
The current volatility for Cohen & Steers Institutional Realty Shares (CSRIX) is 4.43%, while PGIM Global Real Estate Fund (PURZX) has a volatility of 4.95%. This indicates that CSRIX experiences smaller price fluctuations and is considered to be less risky than PURZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | PURZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 4.95% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 8.46% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 14.65% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 16.30% | +2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 17.24% | +3.24% |