RERFX vs. IRFIX
Compare and contrast key facts about American Funds Real Estate Index Fund Class R-6 (RERFX) and Cohen & Steers International Realty Fund (IRFIX).
RERFX is managed by American Funds. It was launched on Mar 31, 2023. IRFIX is managed by Cohen & Steers. It was launched on Mar 30, 2005.
Performance
RERFX vs. IRFIX - Performance Comparison
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RERFX vs. IRFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | -5.46% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 31.10% |
IRFIX Cohen & Steers International Realty Fund | -4.81% | 23.52% | -10.56% | 4.58% | -23.84% | 7.66% | -0.81% | 23.74% | -3.74% | 23.38% |
Returns By Period
In the year-to-date period, RERFX achieves a -5.46% return, which is significantly lower than IRFIX's -4.81% return. Over the past 10 years, RERFX has outperformed IRFIX with an annualized return of 7.63%, while IRFIX has yielded a comparatively lower 2.52% annualized return.
RERFX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.46%
- 6M
- -1.00%
- 1Y
- 19.11%
- 3Y*
- 9.95%
- 5Y*
- 3.08%
- 10Y*
- 7.63%
IRFIX
- 1D
- 0.46%
- 1M
- -14.45%
- YTD
- -4.81%
- 6M
- -3.48%
- 1Y
- 14.38%
- 3Y*
- 3.81%
- 5Y*
- -2.16%
- 10Y*
- 2.52%
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RERFX vs. IRFIX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than IRFIX's 1.00% expense ratio.
Return for Risk
RERFX vs. IRFIX — Risk / Return Rank
RERFX
IRFIX
RERFX vs. IRFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Real Estate Index Fund Class R-6 (RERFX) and Cohen & Steers International Realty Fund (IRFIX). 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.
| RERFX | IRFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.99 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.37 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.86 | +0.40 |
Martin ratioReturn relative to average drawdown | 4.85 | 3.90 | +0.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RERFX | IRFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.99 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | -0.14 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.16 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.18 | +0.22 |
Correlation
The correlation between RERFX and IRFIX is 0.74, 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.
Dividends
RERFX vs. IRFIX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 14.74%, more than IRFIX's 6.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | 14.74% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
IRFIX Cohen & Steers International Realty Fund | 6.48% | 6.17% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 9.81% | 4.19% | 3.37% | 6.46% | 3.36% |
Drawdowns
RERFX vs. IRFIX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, smaller than the maximum IRFIX drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for RERFX and IRFIX.
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Drawdown Indicators
| RERFX | IRFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -70.13% | +16.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -14.85% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -38.41% | +1.09% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -39.51% | +2.19% |
Current DrawdownCurrent decline from peak | -12.53% | -20.71% | +8.18% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -18.69% | +7.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.29% | -0.04% |
Volatility
RERFX vs. IRFIX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) has a higher volatility of 6.60% compared to Cohen & Steers International Realty Fund (IRFIX) at 5.06%. This indicates that RERFX's price experiences larger fluctuations and is considered to be riskier than IRFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERFX | IRFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 5.06% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 9.13% | +2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 13.55% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 15.12% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 15.59% | +1.20% |