CSRSX vs. DFREX
Compare and contrast key facts about Cohen & Steers Realty Shares Fund (CSRSX) and DFA Real Estate Securities Portfolio Class I (DFREX).
CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991. DFREX is managed by Dimensional Fund Advisors LP. It was launched on Jan 5, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSRSX or DFREX.
Correlation
The correlation between CSRSX and DFREX 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.
Performance
CSRSX vs. DFREX - Performance Comparison
Key characteristics
CSRSX:
0.27
DFREX:
0.14
CSRSX:
0.46
DFREX:
0.29
CSRSX:
1.06
DFREX:
1.04
CSRSX:
0.16
DFREX:
0.09
CSRSX:
1.06
DFREX:
0.49
CSRSX:
3.92%
DFREX:
4.48%
CSRSX:
15.55%
DFREX:
16.04%
CSRSX:
-77.14%
DFREX:
-74.36%
CSRSX:
-16.31%
DFREX:
-15.29%
Returns By Period
In the year-to-date period, CSRSX achieves a 3.48% return, which is significantly higher than DFREX's 1.48% return. Over the past 10 years, CSRSX has underperformed DFREX with an annualized return of 0.88%, while DFREX has yielded a comparatively higher 5.14% annualized return.
CSRSX
3.48%
-8.63%
4.79%
5.43%
2.28%
0.88%
DFREX
1.48%
-9.10%
4.65%
3.43%
2.95%
5.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CSRSX vs. DFREX - Expense Ratio Comparison
CSRSX has a 0.88% expense ratio, which is higher than DFREX's 0.18% expense ratio.
Risk-Adjusted Performance
CSRSX vs. DFREX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Realty Shares Fund (CSRSX) and DFA Real Estate Securities Portfolio Class I (DFREX). 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. DFREX - Dividend Comparison
CSRSX's dividend yield for the trailing twelve months is around 2.06%, more than DFREX's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 2.06% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% | 2.50% |
DFREX DFA Real Estate Securities Portfolio Class I | 1.35% | 3.17% | 2.60% | 1.59% | 3.22% | 2.09% | 4.88% | 2.98% | 3.16% | 2.86% | 2.60% | 3.03% |
Drawdowns
CSRSX vs. DFREX - Drawdown Comparison
The maximum CSRSX drawdown since its inception was -77.14%, roughly equal to the maximum DFREX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for CSRSX and DFREX. For additional features, visit the drawdowns tool.
Volatility
CSRSX vs. DFREX - Volatility Comparison
The current volatility for Cohen & Steers Realty Shares Fund (CSRSX) is 4.75%, while DFA Real Estate Securities Portfolio Class I (DFREX) has a volatility of 5.56%. This indicates that CSRSX experiences smaller price fluctuations and is considered to be less risky than DFREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.