VGSLX vs. CSRSX
Compare and contrast key facts about Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Cohen & Steers Realty Shares Fund (CSRSX).
VGSLX is managed by Vanguard. It was launched on Nov 12, 2001. CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSLX or CSRSX.
Key characteristics
| VGSLX | CSRSX | |
|---|---|---|
| YTD Return | -7.72% | -6.60% |
| 1Y Return | 4.01% | 4.49% |
| 3Y Return (Ann) | -2.98% | -1.56% |
| 5Y Return (Ann) | 2.08% | 3.92% |
| 10Y Return (Ann) | 5.06% | 6.55% |
| Sharpe Ratio | 0.19 | 0.22 |
| Daily Std Dev | 18.88% | 18.22% |
| Max Drawdown | -73.05% | -72.51% |
| Current Drawdown | -23.87% | -20.99% |
Correlation
The correlation between VGSLX and CSRSX is 0.99, 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
VGSLX vs. CSRSX - Performance Comparison
In the year-to-date period, VGSLX achieves a -7.72% return, which is significantly lower than CSRSX's -6.60% return. Over the past 10 years, VGSLX has underperformed CSRSX with an annualized return of 5.06%, while CSRSX has yielded a comparatively higher 6.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGSLX vs. CSRSX - Expense Ratio Comparison
VGSLX has a 0.12% expense ratio, which is lower than CSRSX's 0.88% expense ratio.
Risk-Adjusted Performance
VGSLX vs. CSRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Admiral Shares (VGSLX) and Cohen & Steers Realty Shares Fund (CSRSX). 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
VGSLX vs. CSRSX - Dividend Comparison
VGSLX's dividend yield for the trailing twelve months is around 4.28%, more than CSRSX's 3.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 4.28% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
CSRSX Cohen & Steers Realty Shares Fund | 3.80% | 3.50% | 7.52% | 3.68% | 4.73% | 15.79% | 6.49% | 8.88% | 13.49% | 13.37% | 6.07% | 5.90% |
Drawdowns
VGSLX vs. CSRSX - Drawdown Comparison
The maximum VGSLX drawdown since its inception was -73.05%, roughly equal to the maximum CSRSX drawdown of -72.51%. Use the drawdown chart below to compare losses from any high point for VGSLX and CSRSX. For additional features, visit the drawdowns tool.
Volatility
VGSLX vs. CSRSX - Volatility Comparison
Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a higher volatility of 6.08% compared to Cohen & Steers Realty Shares Fund (CSRSX) at 5.71%. This indicates that VGSLX's price experiences larger fluctuations and is considered to be riskier than CSRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.