CSRIX
Price
$49.42
Change
+$0.23 (+0.47%)
Updated
Oct 17 closing price
Net Assets
8.08B
PHRAX
Price
$19.05
Change
+$0.15 (+0.79%)
Updated
Oct 17 closing price
Net Assets
350.22M
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CSRIX vs PHRAX

Header iconCSRIX vs PHRAX Comparison
Open Charts CSRIX vs PHRAXBanner chart's image
Cohen & Steers Instl Realty Shares
Price$49.42
Change+$0.23 (+0.47%)
VolumeN/A
Net Assets8.08B
Virtus Duff & Phelps Real Estate Secs A
Price$19.05
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets350.22M
CSRIX vs PHRAX Comparison Chart in %
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CSRIX vs. PHRAX commentary
Oct 21, 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 PHRAX is a Hold.

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FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.08B vs. PHRAX (350M). CSRIX pays higher dividends than PHRAX: CSRIX (3.09) vs PHRAX (1.87). CSRIX was incepted earlier than PHRAX: CSRIX (26 years) vs PHRAX (31 years). PHRAX (1.37) is less costly to investors than CSRIX (0.76). PHRAX is a more actively managed with annual turnover of: 36.00 vs. CSRIX (30.00). PHRAX has a lower initial minimum investment than CSRIX: PHRAX (2500) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : -3.04 vs. PHRAX (-8.78). CSRIX return over 5 years is better than : 38.45 vs. PHRAX (8.08).
CSRIXPHRAXCSRIX / PHRAX
Total Expense Ratio0.751.2460%
Annual Report Gross Expense Ratio0.761.3755%
Fund Existence26 years31 years-
Gain YTD5.5892.791200%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.08B350M2,308%
Annual Yield % from dividends3.091.87165%
Returns for 1 year-3.04-8.7835%
Returns for 3 years30.621.741,763%
Returns for 5 years38.458.08476%
Returns for 10 years37.81-45.30-83%
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