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 0.60, 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
FRIFX vs. CSRSX - Performance Comparison
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Key characteristics
FRIFX:
1.69
CSRSX:
0.82
FRIFX:
2.36
CSRSX:
1.31
FRIFX:
1.33
CSRSX:
1.17
FRIFX:
1.20
CSRSX:
0.66
FRIFX:
6.67
CSRSX:
2.83
FRIFX:
1.44%
CSRSX:
5.53%
FRIFX:
5.60%
CSRSX:
17.41%
FRIFX:
-39.77%
CSRSX:
-77.14%
FRIFX:
-1.37%
CSRSX:
-10.97%
Returns By Period
In the year-to-date period, FRIFX achieves a 2.19% return, which is significantly lower than CSRSX's 3.34% return. Over the past 10 years, FRIFX has outperformed CSRSX with an annualized return of 4.76%, while CSRSX has yielded a comparatively lower 1.66% annualized return.
FRIFX
2.19%
2.72%
0.55%
9.34%
8.07%
4.76%
CSRSX
3.34%
6.35%
-3.28%
14.15%
7.52%
1.66%
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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.
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Dividends
FRIFX vs. CSRSX - Dividend Comparison
FRIFX's dividend yield for the trailing twelve months is around 4.59%, more than CSRSX's 2.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIFX Fidelity Real Estate Income Fund | 4.59% | 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 | 2.70% | 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.
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Volatility
FRIFX vs. CSRSX - Volatility Comparison
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