FRIFX vs. CSRSX
Compare and contrast key facts about Fidelity Real Estate Income Fund (FRIFX) and Cohen & Steers Realty Shares Fund (CSRSX).
FRIFX is managed by Fidelity. It was launched on Feb 4, 2003. 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: FRIFX or CSRSX.
Key characteristics
| FRIFX | CSRSX | |
|---|---|---|
| YTD Return | 8.79% | 11.70% |
| 1Y Return | 17.98% | 30.38% |
| 3Y Return (Ann) | 1.15% | -1.94% |
| 5Y Return (Ann) | 3.93% | 3.96% |
| 10Y Return (Ann) | 5.60% | 1.97% |
| Sharpe Ratio | 3.16 | 1.79 |
| Sortino Ratio | 4.83 | 2.56 |
| Omega Ratio | 1.66 | 1.32 |
| Calmar Ratio | 1.29 | 0.95 |
| Martin Ratio | 19.99 | 8.21 |
| Ulcer Index | 0.89% | 3.57% |
| Daily Std Dev | 5.66% | 16.40% |
| Max Drawdown | -39.77% | -77.14% |
| Current Drawdown | -1.71% | -9.66% |
Correlation
The correlation between FRIFX and CSRSX is 0.85, 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
FRIFX vs. CSRSX - Performance Comparison
In the year-to-date period, FRIFX achieves a 8.79% return, which is significantly lower than CSRSX's 11.70% return. Over the past 10 years, FRIFX has outperformed CSRSX with an annualized return of 5.60%, while CSRSX has yielded a comparatively lower 1.97% 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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FRIFX vs. CSRSX - Expense Ratio Comparison
FRIFX has a 0.71% expense ratio, which is lower than CSRSX's 0.88% expense ratio.
Risk-Adjusted Performance
FRIFX vs. CSRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Income Fund (FRIFX) 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
FRIFX vs. CSRSX - Dividend Comparison
FRIFX's dividend yield for the trailing twelve months is around 4.57%, more than CSRSX's 2.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIFX Fidelity Real Estate Income Fund | 4.57% | 4.99% | 4.10% | 1.33% | 4.77% | 4.38% | 4.47% | 4.37% | 4.30% | 6.32% | 7.55% | 10.31% |
CSRSX Cohen & Steers Realty Shares Fund | 2.71% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% | 2.50% |
Drawdowns
FRIFX vs. CSRSX - Drawdown Comparison
The maximum FRIFX drawdown since its inception was -39.77%, smaller than the maximum CSRSX drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for FRIFX and CSRSX. For additional features, visit the drawdowns tool.
Volatility
FRIFX vs. CSRSX - Volatility Comparison
The current volatility for Fidelity Real Estate Income Fund (FRIFX) is 1.70%, while Cohen & Steers Realty Shares Fund (CSRSX) has a volatility of 5.32%. This indicates that FRIFX experiences smaller price fluctuations and is considered to be less risky than CSRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.