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 0.97, 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
DFREX vs. CSRSX - Performance Comparison
Key characteristics
DFREX:
0.83
CSRSX:
0.96
DFREX:
1.23
CSRSX:
1.39
DFREX:
1.16
CSRSX:
1.18
DFREX:
0.53
CSRSX:
0.63
DFREX:
2.79
CSRSX:
3.21
DFREX:
5.31%
CSRSX:
5.20%
DFREX:
17.76%
CSRSX:
17.32%
DFREX:
-76.45%
CSRSX:
-77.14%
DFREX:
-16.42%
CSRSX:
-13.60%
Returns By Period
In the year-to-date period, DFREX achieves a -1.29% return, which is significantly lower than CSRSX's 0.30% return. Over the past 10 years, DFREX has outperformed CSRSX with an annualized return of 4.71%, while CSRSX has yielded a comparatively lower 1.14% annualized return.
DFREX
-1.29%
-3.36%
-9.24%
15.49%
5.83%
4.71%
CSRSX
0.30%
-2.75%
-8.26%
17.27%
6.48%
1.14%
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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 3.04%, more than CSRSX's 2.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFREX DFA Real Estate Securities Portfolio Class I | 3.04% | 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 | 2.78% | 2.78% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% |
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) has a higher volatility of 10.08% compared to Cohen & Steers Realty Shares Fund (CSRSX) at 9.50%. This indicates that DFREX'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.