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CSRIX vs PETAX
CSRIX vs PETAX Comparison
Open Charts CSRIX vs PETAX
Cohen & Steers Instl Realty Shares
Price$48.43
Change+$0.36 (+0.75%)
VolumeN/A
Net Assets7.77B
PIMCO Real Estate Real Return Strategy A
Price$20.62
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets501.29M
CSRIX vs PETAX Comparison Chart
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CSRIX vs. PETAX commentary
May 01, 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 Buy and PETAX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.77B vs. PETAX (501M). CSRIX pays higher dividends than PETAX: CSRIX (2.90) vs PETAX (2.46). 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: 112.00 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 : 15.36 vs. PETAX (13.25). CSRIX return over 5 years is better than : 44.48 vs. PETAX (24.83).
| 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 | 1.776 | -0.176 | -1,010% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 501M | 1,550% |
| Annual Yield % from dividends | 2.90 | 2.46 | 118% |
| Returns for 1 year | 15.36 | 13.25 | 116% |
| Returns for 3 years | -0.30 | -16.63 | 2% |
| Returns for 5 years | 44.48 | 24.83 | 179% |
| Returns for 10 years | 29.52 | 37.20 | 79% |