CSRSX vs. BREIX
Compare and contrast key facts about Cohen & Steers Realty Shares Fund (CSRSX) and Baron Real Estate Fund (BREIX).
CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991. BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSRSX or BREIX.
Correlation
The correlation between CSRSX and BREIX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSRSX vs. BREIX - Performance Comparison
Key characteristics
CSRSX:
1.00
BREIX:
0.17
CSRSX:
1.43
BREIX:
0.39
CSRSX:
1.19
BREIX:
1.05
CSRSX:
0.68
BREIX:
0.15
CSRSX:
3.20
BREIX:
0.48
CSRSX:
5.45%
BREIX:
7.57%
CSRSX:
17.45%
BREIX:
21.01%
CSRSX:
-77.14%
BREIX:
-38.47%
CSRSX:
-11.04%
BREIX:
-15.27%
Returns By Period
In the year-to-date period, CSRSX achieves a 3.27% return, which is significantly higher than BREIX's -8.21% return. Over the past 10 years, CSRSX has underperformed BREIX with an annualized return of 1.59%, while BREIX has yielded a comparatively higher 8.44% annualized return.
CSRSX
3.27%
-0.06%
-2.76%
19.28%
7.94%
1.59%
BREIX
-8.21%
-1.89%
-9.93%
6.07%
13.59%
8.44%
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CSRSX vs. BREIX - Expense Ratio Comparison
CSRSX has a 0.88% expense ratio, which is lower than BREIX's 1.05% expense ratio.
Risk-Adjusted Performance
CSRSX vs. BREIX — Risk-Adjusted Performance Rank
CSRSX
BREIX
CSRSX vs. BREIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Realty Shares Fund (CSRSX) and Baron Real Estate Fund (BREIX). 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.
Dividends
CSRSX vs. BREIX - Dividend Comparison
CSRSX's dividend yield for the trailing twelve months is around 2.70%, more than BREIX's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 2.70% | 2.78% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% |
BREIX Baron Real Estate Fund | 0.44% | 0.40% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% |
Drawdowns
CSRSX vs. BREIX - Drawdown Comparison
The maximum CSRSX drawdown since its inception was -77.14%, which is greater than BREIX's maximum drawdown of -38.47%. Use the drawdown chart below to compare losses from any high point for CSRSX and BREIX. For additional features, visit the drawdowns tool.
Volatility
CSRSX vs. BREIX - Volatility Comparison
The current volatility for Cohen & Steers Realty Shares Fund (CSRSX) is 9.82%, while Baron Real Estate Fund (BREIX) has a volatility of 11.91%. This indicates that CSRSX experiences smaller price fluctuations and is considered to be less risky than BREIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.