VGSIX vs. CSRIX
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and Cohen & Steers Institutional Realty Shares (CSRIX).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. 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: VGSIX or CSRIX.
Correlation
The correlation between VGSIX 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
VGSIX vs. CSRIX - Performance Comparison
Key characteristics
VGSIX:
0.34
CSRIX:
0.25
VGSIX:
0.56
CSRIX:
0.43
VGSIX:
1.07
CSRIX:
1.05
VGSIX:
0.21
CSRIX:
0.16
VGSIX:
1.19
CSRIX:
0.98
VGSIX:
4.62%
CSRIX:
3.93%
VGSIX:
16.01%
CSRIX:
15.54%
VGSIX:
-73.13%
CSRIX:
-76.32%
VGSIX:
-14.50%
CSRIX:
-13.84%
Returns By Period
In the year-to-date period, VGSIX achieves a 3.94% return, which is significantly higher than CSRIX's 3.17% return. Over the past 10 years, VGSIX has outperformed CSRIX with an annualized return of 4.82%, while CSRIX has yielded a comparatively lower 2.04% annualized return.
VGSIX
3.94%
-5.48%
8.42%
4.71%
2.92%
4.82%
CSRIX
3.17%
-8.80%
4.42%
5.09%
2.94%
2.04%
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VGSIX vs. CSRIX - Expense Ratio Comparison
VGSIX has a 0.26% expense ratio, which is lower than CSRIX's 0.76% expense ratio.
Risk-Adjusted Performance
VGSIX vs. CSRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) 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
VGSIX vs. CSRIX - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.94%, more than CSRIX's 2.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 2.77% | 3.82% | 3.75% | 2.44% | 3.78% | 3.24% | 4.58% | 4.09% | 4.67% | 3.78% | 3.47% | 4.16% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.23% | 3.04% | 3.22% | 1.66% | 2.72% | 2.70% | 3.97% | 2.85% | 3.31% | 2.94% | 2.48% | 2.74% |
Drawdowns
VGSIX vs. CSRIX - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, roughly equal to the maximum CSRIX drawdown of -76.32%. Use the drawdown chart below to compare losses from any high point for VGSIX and CSRIX. For additional features, visit the drawdowns tool.
Volatility
VGSIX vs. CSRIX - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) and Cohen & Steers Institutional Realty Shares (CSRIX) have volatilities of 5.04% and 4.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.