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 0.85, 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
Key characteristics
FRIFX:
0.94
CSRSX:
0.31
FRIFX:
1.23
CSRSX:
0.54
FRIFX:
1.18
CSRSX:
1.07
FRIFX:
0.58
CSRSX:
0.21
FRIFX:
4.05
CSRSX:
1.04
FRIFX:
1.40%
CSRSX:
5.24%
FRIFX:
6.03%
CSRSX:
17.58%
FRIFX:
-39.77%
CSRSX:
-77.14%
FRIFX:
-4.85%
CSRSX:
-16.83%
Returns By Period
In the year-to-date period, FRIFX achieves a -1.42% return, which is significantly higher than CSRSX's -3.45% return. Over the past 10 years, FRIFX has outperformed CSRSX with an annualized return of 4.26%, while CSRSX has yielded a comparatively lower 0.70% annualized return.
FRIFX
-1.42%
-4.23%
-2.53%
5.20%
7.49%
4.26%
CSRSX
-3.45%
-6.05%
-8.72%
4.11%
4.81%
0.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 3.78%, more than CSRSX's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIFX Fidelity Real Estate Income Fund | 3.78% | 4.65% | 4.99% | 4.10% | 1.33% | 4.77% | 4.38% | 4.47% | 4.37% | 4.30% | 6.32% | 7.55% |
CSRSX Cohen & Steers Realty Shares Fund | 2.19% | 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 -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 3.30%, while Cohen & Steers Realty Shares Fund (CSRSX) has a volatility of 9.37%. 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.