CSZIX vs. PJEZX
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) and PGIM US Real Estate Fund (PJEZX).
CSZIX is an actively managed fund by Cohen & Steers. It was launched on Oct 1, 2014. PJEZX is managed by PGIM. It was launched on Dec 21, 2010.
Performance
CSZIX vs. PJEZX - Performance Comparison
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CSZIX vs. PJEZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 1.50% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -4.17% | 8.18% |
PJEZX PGIM US Real Estate Fund | 5.84% | 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, CSZIX achieves a 1.50% return, which is significantly lower than PJEZX's 5.84% return. Over the past 10 years, CSZIX has underperformed PJEZX with an annualized return of 6.42%, while PJEZX has yielded a comparatively higher 8.14% annualized return.
CSZIX
- 1D
- 0.34%
- 1M
- -7.21%
- YTD
- 1.50%
- 6M
- 0.05%
- 1Y
- 2.50%
- 3Y*
- 7.70%
- 5Y*
- 4.44%
- 10Y*
- 6.42%
PJEZX
- 1D
- 1.61%
- 1M
- -5.65%
- YTD
- 5.84%
- 6M
- 3.63%
- 1Y
- 8.02%
- 3Y*
- 10.81%
- 5Y*
- 6.41%
- 10Y*
- 8.14%
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CSZIX vs. PJEZX - Expense Ratio Comparison
CSZIX has a 0.75% expense ratio, which is lower than PJEZX's 1.00% expense ratio.
Return for Risk
CSZIX vs. PJEZX — Risk / Return Rank
CSZIX
PJEZX
CSZIX vs. PJEZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) 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.
| CSZIX | PJEZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.48 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.38 | 0.76 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.10 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 0.70 | -0.43 |
Martin ratioReturn relative to average drawdown | 1.07 | 3.00 | -1.93 |
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
| CSZIX | PJEZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.48 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.34 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.39 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.45 | -0.12 |
Correlation
The correlation between CSZIX 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
CSZIX vs. PJEZX - Dividend Comparison
CSZIX's dividend yield for the trailing twelve months is around 3.10%, more than PJEZX's 1.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.10% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
PJEZX PGIM US Real Estate Fund | 1.89% | 2.05% | 1.93% | 1.65% | 3.21% | 9.54% | 1.56% | 13.21% | 5.43% | 6.31% | 15.48% | 9.39% |
Drawdowns
CSZIX vs. PJEZX - Drawdown Comparison
The maximum CSZIX drawdown since its inception was -42.71%, roughly equal to the maximum PJEZX drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for CSZIX and PJEZX.
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Drawdown Indicators
| CSZIX | PJEZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.71% | -43.43% | +0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -13.12% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -33.05% | -34.60% | +1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -42.71% | -43.43% | +0.72% |
Current DrawdownCurrent decline from peak | -7.65% | -5.65% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -8.19% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 3.05% | -0.09% |
Volatility
CSZIX vs. PJEZX - Volatility Comparison
The current volatility for Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) is 4.31%, while PGIM US Real Estate Fund (PJEZX) has a volatility of 5.01%. This indicates that CSZIX 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
| CSZIX | PJEZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 5.01% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 9.49% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 17.06% | -1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 18.93% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.79% | 21.15% | -0.36% |