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.
Correlation
The correlation between FRIFX and CSRSX is 0.86, 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
Key characteristics
FRIFX:
1.81
CSRSX:
0.74
FRIFX:
2.49
CSRSX:
1.08
FRIFX:
1.34
CSRSX:
1.14
FRIFX:
0.96
CSRSX:
0.44
FRIFX:
7.49
CSRSX:
2.73
FRIFX:
1.26%
CSRSX:
4.25%
FRIFX:
5.20%
CSRSX:
15.72%
FRIFX:
-35.63%
CSRSX:
-77.14%
FRIFX:
-1.67%
CSRSX:
-12.33%
Returns By Period
In the year-to-date period, FRIFX achieves a 0.84% return, which is significantly lower than CSRSX's 1.76% return. Over the past 10 years, FRIFX has outperformed CSRSX with an annualized return of 4.61%, while CSRSX has yielded a comparatively lower 0.70% annualized return.
FRIFX
0.84%
0.92%
3.53%
9.21%
2.97%
4.61%
CSRSX
1.76%
1.29%
2.98%
12.49%
2.52%
0.70%
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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 Rank
FRIFX
CSRSX
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 4.61%, more than CSRSX's 2.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIFX Fidelity Real Estate Income Fund | 4.61% | 4.65% | 4.99% | 4.10% | 1.33% | 4.77% | 4.38% | 4.47% | 4.37% | 4.30% | 7.58% | 8.95% |
CSRSX Cohen & Steers Realty Shares Fund | 2.73% | 2.78% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% |
Drawdowns
FRIFX vs. CSRSX - Drawdown Comparison
The maximum FRIFX drawdown since its inception was -35.63%, 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 1.53%, while Cohen & Steers Realty Shares Fund (CSRSX) has a volatility of 5.21%. 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.