CSRIX vs. VGSIX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Vanguard Real Estate Index Fund (VGSIX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. VGSIX is managed by Vanguard. It was launched on May 13, 1996.
Performance
CSRIX vs. VGSIX - Performance Comparison
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CSRIX vs. VGSIX - 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% |
VGSIX Vanguard Real Estate Index Fund | -0.24% | 2.04% | 2.67% | 12.97% | -26.29% | 40.18% | -4.87% | 28.74% | -6.14% | 4.80% |
Returns By Period
In the year-to-date period, CSRIX achieves a 1.88% return, which is significantly higher than VGSIX's -0.24% return. Over the past 10 years, CSRIX has outperformed VGSIX with an annualized return of 6.32%, while VGSIX has yielded a comparatively lower 4.14% 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%
VGSIX
- 1D
- 0.38%
- 1M
- -7.74%
- YTD
- -0.24%
- 6M
- -2.68%
- 1Y
- 0.17%
- 3Y*
- 5.09%
- 5Y*
- 2.35%
- 10Y*
- 4.14%
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CSRIX vs. VGSIX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than VGSIX's 0.26% expense ratio.
Return for Risk
CSRIX vs. VGSIX — Risk / Return Rank
CSRIX
VGSIX
CSRIX vs. VGSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Vanguard Real Estate Index Fund (VGSIX). 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 | VGSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.06 | +0.10 |
Sortino ratioReturn per unit of downside risk | 0.33 | 0.20 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.03 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.08 | +0.15 |
Martin ratioReturn relative to average drawdown | 0.80 | 0.31 | +0.49 |
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 | VGSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.06 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.12 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.20 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.33 | -0.02 |
Correlation
The correlation between CSRIX and VGSIX is 0.98, 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. VGSIX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.40%, less than VGSIX's 3.84% 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% |
VGSIX Vanguard Real Estate Index Fund | 3.84% | 2.76% | 2.83% | 3.77% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% |
Drawdowns
CSRIX vs. VGSIX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, smaller than the maximum VGSIX drawdown of -73.13%. Use the drawdown chart below to compare losses from any high point for CSRIX and VGSIX.
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Drawdown Indicators
| CSRIX | VGSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -73.13% | +31.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -12.45% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -34.58% | +2.79% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -42.35% | +0.90% |
Current DrawdownCurrent decline from peak | -7.47% | -12.98% | +5.51% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -11.91% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.16% | +0.06% |
Volatility
CSRIX vs. VGSIX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) and Vanguard Real Estate Index Fund (VGSIX) have volatilities of 4.28% and 4.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | VGSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.12% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 9.12% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 16.31% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 18.88% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 20.85% | -0.37% |