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CSRIX vs PETAX
CSRIX vs PETAX Comparison
Open Charts CSRIX vs PETAX
Cohen & Steers Instl Realty Shares
Price$49.38
Change+$0.09 (+0.18%)
VolumeN/A
Net Assets7.8B
PIMCO Real Estate Real Return Strategy A
Price$20.79
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets527.75M
CSRIX vs PETAX Comparison Chart in %
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CSRIX vs. PETAX commentary
Jun 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSRIX is a Hold and PETAX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.8B vs. PETAX (528M). CSRIX pays higher dividends than PETAX: CSRIX (2.88) vs PETAX (2.49). CSRIX was incepted earlier than PETAX: CSRIX (25 years) vs PETAX (22 years). PETAX (6.49) is less costly to investors than CSRIX (0.76). PETAX is a more actively managed with annual turnover of: 165.00 vs. CSRIX (30.00). PETAX has a lower initial minimum investment than CSRIX: PETAX (1000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 10.77 vs. PETAX (8.84). CSRIX return over 5 years is better than : 44.02 vs. PETAX (23.44).
| CSRIX | PETAX | CSRIX / PETAX | |
| Total Expense Ratio | 0.75 | 6.49 | 12% |
| Annual Report Gross Expense Ratio | 0.76 | 6.49 | 12% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 3.584 | 0.260 | 1,380% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 528M | 1,477% |
| Annual Yield % from dividends | 2.88 | 2.49 | 116% |
| Returns for 1 year | 10.77 | 8.84 | 122% |
| Returns for 3 years | 12.12 | -2.91 | -417% |
| Returns for 5 years | 44.02 | 23.44 | 188% |
| Returns for 10 years | 49.65 | 45.87 | 108% |