CSRSX vs. PJEZX
Compare and contrast key facts about Cohen & Steers Realty Shares Fund (CSRSX) and PGIM US Real Estate Fund (PJEZX).
CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991. PJEZX is managed by PGIM. It was launched on Dec 21, 2010.
Performance
CSRSX vs. PJEZX - Performance Comparison
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CSRSX vs. PJEZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 1.77% | 2.84% | 6.35% | 12.70% | -24.94% | 42.25% | -2.87% | 33.12% | -5.10% | 7.09% |
PJEZX PGIM US Real Estate Fund | 4.16% | 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, CSRSX achieves a 1.77% return, which is significantly lower than PJEZX's 4.16% return. Over the past 10 years, CSRSX has underperformed PJEZX with an annualized return of 6.01%, while PJEZX has yielded a comparatively higher 7.97% annualized return.
CSRSX
- 1D
- 0.30%
- 1M
- -7.10%
- YTD
- 1.77%
- 6M
- -0.98%
- 1Y
- 1.43%
- 3Y*
- 7.00%
- 5Y*
- 4.29%
- 10Y*
- 6.01%
PJEZX
- 1D
- 0.19%
- 1M
- -6.50%
- YTD
- 4.16%
- 6M
- 2.24%
- 1Y
- 6.37%
- 3Y*
- 10.22%
- 5Y*
- 6.49%
- 10Y*
- 7.97%
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CSRSX vs. PJEZX - Expense Ratio Comparison
CSRSX has a 0.88% expense ratio, which is lower than PJEZX's 1.00% expense ratio.
Return for Risk
CSRSX vs. PJEZX — Risk / Return Rank
CSRSX
PJEZX
CSRSX vs. PJEZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Realty Shares Fund (CSRSX) 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.
| CSRSX | PJEZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.44 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.30 | 0.71 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.10 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 0.56 | -0.37 |
Martin ratioReturn relative to average drawdown | 0.67 | 2.43 | -1.76 |
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
| CSRSX | PJEZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.44 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.34 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.38 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.45 | -0.01 |
Correlation
The correlation between CSRSX 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
CSRSX vs. PJEZX - Dividend Comparison
CSRSX's dividend yield for the trailing twelve months is around 2.30%, more than PJEZX's 1.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 2.30% | 3.00% | 2.60% | 3.50% | 7.52% | 3.68% | 4.73% | 16.29% | 5.36% | 8.88% | 13.49% | 13.37% |
PJEZX PGIM US Real Estate Fund | 1.92% | 2.05% | 1.93% | 1.65% | 3.21% | 9.54% | 1.56% | 13.21% | 5.43% | 6.31% | 15.48% | 9.39% |
Drawdowns
CSRSX vs. PJEZX - Drawdown Comparison
The maximum CSRSX drawdown since its inception was -72.51%, which is greater than PJEZX's maximum drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for CSRSX and PJEZX.
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Drawdown Indicators
| CSRSX | PJEZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.51% | -43.43% | -29.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -13.12% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -31.65% | -34.60% | +2.95% |
Max Drawdown (10Y)Largest decline over 10 years | -41.66% | -43.43% | +1.77% |
Current DrawdownCurrent decline from peak | -7.50% | -7.15% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -8.19% | -1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 3.03% | +0.25% |
Volatility
CSRSX vs. PJEZX - Volatility Comparison
The current volatility for Cohen & Steers Realty Shares Fund (CSRSX) is 4.30%, while PGIM US Real Estate Fund (PJEZX) has a volatility of 4.73%. This indicates that CSRSX 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
| CSRSX | PJEZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.73% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 9.36% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 17.02% | -0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.63% | 18.92% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 21.14% | -0.59% |