RGEAX vs. CSUAX
Compare and contrast key facts about Russell Investments Global Equity Fund (RGEAX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
RGEAX is managed by Russell. It was launched on Feb 27, 2007. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
RGEAX vs. CSUAX - Performance Comparison
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RGEAX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGEAX Russell Investments Global Equity Fund | -5.73% | 20.92% | 15.25% | 22.12% | -16.78% | 22.30% | 12.95% | 25.89% | -9.41% | 22.83% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, RGEAX achieves a -5.73% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, RGEAX has outperformed CSUAX with an annualized return of 10.96%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
RGEAX
- 1D
- -0.19%
- 1M
- -9.11%
- YTD
- -5.73%
- 6M
- -2.52%
- 1Y
- 15.16%
- 3Y*
- 14.51%
- 5Y*
- 8.52%
- 10Y*
- 10.96%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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RGEAX vs. CSUAX - Expense Ratio Comparison
RGEAX has a 1.24% expense ratio, which is higher than CSUAX's 1.22% expense ratio.
Return for Risk
RGEAX vs. CSUAX — Risk / Return Rank
RGEAX
CSUAX
RGEAX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments Global Equity Fund (RGEAX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| RGEAX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.63 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.17 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.36 | -1.26 |
Martin ratioReturn relative to average drawdown | 5.25 | 10.32 | -5.07 |
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
| RGEAX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.63 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.61 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.50 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.55 | -0.20 |
Correlation
The correlation between RGEAX and CSUAX 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
RGEAX vs. CSUAX - Dividend Comparison
RGEAX's dividend yield for the trailing twelve months is around 8.83%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGEAX Russell Investments Global Equity Fund | 8.83% | 8.33% | 7.28% | 1.04% | 1.67% | 6.85% | 29.97% | 13.77% | 15.65% | 13.13% | 8.21% | 11.12% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
RGEAX vs. CSUAX - Drawdown Comparison
The maximum RGEAX drawdown since its inception was -56.78%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for RGEAX and CSUAX.
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Drawdown Indicators
| RGEAX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.78% | -52.20% | -4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.89% | -7.98% | -3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -20.45% | -5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -35.05% | +0.20% |
Current DrawdownCurrent decline from peak | -9.51% | -4.38% | -5.13% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -8.49% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.83% | +0.66% |
Volatility
RGEAX vs. CSUAX - Volatility Comparison
Russell Investments Global Equity Fund (RGEAX) has a higher volatility of 4.53% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that RGEAX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGEAX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 3.26% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 6.89% | +1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.88% | 11.48% | +5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.39% | 12.89% | +3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.15% | 14.89% | +2.26% |