VGSNX vs. CSRIX
Compare and contrast key facts about Vanguard Real Estate Index Fund Institutional Shares (VGSNX) and Cohen & Steers Institutional Realty Shares (CSRIX).
VGSNX is managed by Vanguard. It was launched on Dec 2, 2003. 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: VGSNX or CSRIX.
Correlation
The correlation between VGSNX and CSRIX is 0.99, 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
VGSNX vs. CSRIX - Performance Comparison
Key characteristics
VGSNX:
0.26
CSRIX:
0.36
VGSNX:
0.45
CSRIX:
0.57
VGSNX:
1.06
CSRIX:
1.07
VGSNX:
0.17
CSRIX:
0.25
VGSNX:
0.91
CSRIX:
1.15
VGSNX:
4.87%
CSRIX:
5.13%
VGSNX:
16.88%
CSRIX:
16.32%
VGSNX:
-74.08%
CSRIX:
-76.32%
VGSNX:
-17.34%
CSRIX:
-14.52%
Returns By Period
In the year-to-date period, VGSNX achieves a -4.55% return, which is significantly lower than CSRIX's -3.67% return. Over the past 10 years, VGSNX has outperformed CSRIX with an annualized return of 4.11%, while CSRIX has yielded a comparatively lower 1.65% annualized return.
VGSNX
-4.55%
-9.72%
-9.63%
5.07%
9.58%
4.11%
CSRIX
-3.67%
-8.79%
-9.69%
6.62%
9.74%
1.65%
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VGSNX vs. CSRIX - Expense Ratio Comparison
VGSNX has a 0.10% expense ratio, which is lower than CSRIX's 0.76% expense ratio.
Risk-Adjusted Performance
VGSNX vs. CSRIX — Risk-Adjusted Performance Rank
VGSNX
CSRIX
VGSNX vs. CSRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund Institutional Shares (VGSNX) 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
VGSNX vs. CSRIX - Dividend Comparison
VGSNX's dividend yield for the trailing twelve months is around 4.34%, more than CSRIX's 2.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 4.34% | 3.87% | 3.97% | 3.94% | 2.57% | 3.94% | 3.41% | 4.76% | 4.26% | 4.84% | 3.94% | 3.62% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.36% | 2.97% | 3.04% | 3.22% | 1.66% | 2.72% | 2.70% | 3.97% | 2.85% | 3.31% | 2.94% | 2.48% |
Drawdowns
VGSNX vs. CSRIX - Drawdown Comparison
The maximum VGSNX drawdown since its inception was -74.08%, roughly equal to the maximum CSRIX drawdown of -76.32%. Use the drawdown chart below to compare losses from any high point for VGSNX and CSRIX. For additional features, visit the drawdowns tool.
Volatility
VGSNX vs. CSRIX - Volatility Comparison
Vanguard Real Estate Index Fund Institutional Shares (VGSNX) has a higher volatility of 7.17% compared to Cohen & Steers Institutional Realty Shares (CSRIX) at 6.55%. This indicates that VGSNX'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.