TRREX vs. CSRIX
Compare and contrast key facts about T. Rowe Price Real Estate Fund (TRREX) and Cohen & Steers Institutional Realty Shares (CSRIX).
TRREX is managed by T. Rowe Price. It was launched on Oct 31, 1997. CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRREX or CSRIX.
Correlation
The correlation between TRREX and CSRIX is 0.98, 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
TRREX vs. CSRIX - Performance Comparison
Key characteristics
TRREX:
-0.15
CSRIX:
0.43
TRREX:
-0.08
CSRIX:
0.68
TRREX:
0.99
CSRIX:
1.08
TRREX:
-0.10
CSRIX:
0.28
TRREX:
-0.49
CSRIX:
1.68
TRREX:
5.37%
CSRIX:
3.99%
TRREX:
17.38%
CSRIX:
15.57%
TRREX:
-74.81%
CSRIX:
-76.32%
TRREX:
-20.78%
CSRIX:
-12.50%
Returns By Period
In the year-to-date period, TRREX achieves a -4.38% return, which is significantly lower than CSRIX's 4.77% return. Over the past 10 years, TRREX has outperformed CSRIX with an annualized return of 2.91%, while CSRIX has yielded a comparatively lower 2.22% annualized return.
TRREX
-4.38%
-12.12%
-0.11%
-3.66%
1.21%
2.91%
CSRIX
4.77%
-7.11%
5.88%
5.84%
3.26%
2.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRREX vs. CSRIX - Expense Ratio Comparison
TRREX has a 0.77% expense ratio, which is higher than CSRIX's 0.76% expense ratio.
Risk-Adjusted Performance
TRREX vs. CSRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Real Estate Fund (TRREX) and Cohen & Steers Institutional Realty Shares (CSRIX). 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
TRREX vs. CSRIX - Dividend Comparison
TRREX's dividend yield for the trailing twelve months is around 1.93%, less than CSRIX's 2.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRREX T. Rowe Price Real Estate Fund | 1.93% | 2.76% | 2.66% | 1.78% | 3.33% | 2.92% | 2.91% | 2.72% | 2.28% | 2.26% | 2.23% | 2.31% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.19% | 3.04% | 3.22% | 1.66% | 2.72% | 2.70% | 3.97% | 2.85% | 3.31% | 2.94% | 2.48% | 2.74% |
Drawdowns
TRREX vs. CSRIX - Drawdown Comparison
The maximum TRREX drawdown since its inception was -74.81%, roughly equal to the maximum CSRIX drawdown of -76.32%. Use the drawdown chart below to compare losses from any high point for TRREX and CSRIX. For additional features, visit the drawdowns tool.
Volatility
TRREX vs. CSRIX - Volatility Comparison
T. Rowe Price Real Estate Fund (TRREX) has a higher volatility of 8.92% compared to Cohen & Steers Institutional Realty Shares (CSRIX) at 5.21%. This indicates that TRREX's price experiences larger fluctuations and is considered to be riskier than CSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.