DFREX vs. CSRSX
Compare and contrast key facts about DFA Real Estate Securities Portfolio Class I (DFREX) and Cohen & Steers Realty Shares Fund (CSRSX).
DFREX is managed by Dimensional Fund Advisors LP. It was launched on Jan 5, 1993. 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: DFREX or CSRSX.
Correlation
The correlation between DFREX and CSRSX is 0.58, 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
DFREX vs. CSRSX - Performance Comparison
Key characteristics
DFREX:
0.78
CSRSX:
0.90
DFREX:
1.16
CSRSX:
1.34
DFREX:
1.15
CSRSX:
1.18
DFREX:
0.54
CSRSX:
0.68
DFREX:
2.43
CSRSX:
2.90
DFREX:
5.71%
CSRSX:
5.52%
DFREX:
17.82%
CSRSX:
17.42%
DFREX:
-76.45%
CSRSX:
-77.14%
DFREX:
-14.71%
CSRSX:
-11.59%
Returns By Period
In the year-to-date period, DFREX achieves a 0.73% return, which is significantly lower than CSRSX's 2.62% return. Over the past 10 years, DFREX has outperformed CSRSX with an annualized return of 5.28%, while CSRSX has yielded a comparatively lower 1.61% annualized return.
DFREX
0.73%
11.52%
-3.94%
13.76%
6.60%
5.28%
CSRSX
2.62%
11.60%
-2.52%
15.62%
7.38%
1.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFREX vs. CSRSX - Expense Ratio Comparison
DFREX has a 0.18% expense ratio, which is lower than CSRSX's 0.88% expense ratio.
Risk-Adjusted Performance
DFREX vs. CSRSX — Risk-Adjusted Performance Rank
DFREX
CSRSX
DFREX vs. CSRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Real Estate Securities Portfolio Class I (DFREX) 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
DFREX vs. CSRSX - Dividend Comparison
DFREX's dividend yield for the trailing twelve months is around 2.98%, more than CSRSX's 2.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFREX DFA Real Estate Securities Portfolio Class I | 2.98% | 2.97% | 3.17% | 2.60% | 1.59% | 3.22% | 2.09% | 4.88% | 2.98% | 3.16% | 2.86% | 2.60% |
CSRSX Cohen & Steers Realty Shares Fund | 2.72% | 2.78% | 3.50% | 7.52% | 3.68% | 4.73% | 15.79% | 6.49% | 8.88% | 13.49% | 13.37% | 6.07% |
Drawdowns
DFREX vs. CSRSX - Drawdown Comparison
The maximum DFREX drawdown since its inception was -76.45%, roughly equal to the maximum CSRSX drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for DFREX and CSRSX. For additional features, visit the drawdowns tool.
Volatility
DFREX vs. CSRSX - Volatility Comparison
DFA Real Estate Securities Portfolio Class I (DFREX) and Cohen & Steers Realty Shares Fund (CSRSX) have volatilities of 7.41% and 7.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.