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 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VGSNX vs. CSRIX - Performance Comparison
Key characteristics
VGSNX:
0.70
CSRIX:
0.82
VGSNX:
1.05
CSRIX:
1.21
VGSNX:
1.14
CSRIX:
1.16
VGSNX:
0.50
CSRIX:
0.62
VGSNX:
2.39
CSRIX:
2.60
VGSNX:
5.28%
CSRIX:
5.55%
VGSNX:
18.12%
CSRIX:
17.63%
VGSNX:
-74.08%
CSRIX:
-76.32%
VGSNX:
-14.61%
CSRIX:
-11.04%
Returns By Period
In the year-to-date period, VGSNX achieves a -1.39% return, which is significantly lower than CSRIX's 0.24% return. Over the past 10 years, VGSNX has outperformed CSRIX with an annualized return of 4.69%, while CSRIX has yielded a comparatively lower 2.23% annualized return.
VGSNX
-1.39%
-3.49%
-7.35%
13.11%
7.71%
4.69%
CSRIX
0.24%
-2.11%
-7.47%
14.63%
8.30%
2.23%
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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 4.20%, more than CSRIX's 2.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSNX Vanguard Real Estate Index Fund Institutional Shares | 4.20% | 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 | 2.98% | 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 10.37% compared to Cohen & Steers Institutional Realty Shares (CSRIX) at 9.79%. 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.