CSRIX
Price
$49.52
Change
+$0.47 (+0.96%)
Updated
Sep 26 closing price
Net Assets
7.93B
PHRAX
Price
$18.82
Change
+$0.17 (+0.91%)
Updated
Sep 26 closing price
Net Assets
344.07M
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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$49.52
Change+$0.47 (+0.96%)
VolumeN/A
Net Assets7.93B
Virtus Duff & Phelps Real Estate Secs A
Price$18.82
Change+$0.17 (+0.91%)
VolumeN/A
Net Assets344.07M
CSRIX vs PHRAX Comparison Chart in %
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CSRIX vs. PHRAX commentary
Sep 27, 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 PHRAX is a Buy.

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FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.93B vs. PHRAX (344M). CSRIX pays higher dividends than PHRAX: CSRIX (3.01) vs PHRAX (1.89). 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 : -3.92 vs. PHRAX (-10.02). CSRIX return over 5 years is better than : 41.80 vs. PHRAX (9.93).
CSRIXPHRAXCSRIX / PHRAX
Total Expense Ratio0.751.2460%
Annual Report Gross Expense Ratio0.761.3755%
Fund Existence26 years31 years-
Gain YTD4.0590.633642%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.93B344M2,306%
Annual Yield % from dividends3.011.89159%
Returns for 1 year-3.92-10.0239%
Returns for 3 years28.080.319,066%
Returns for 5 years41.809.93421%
Returns for 10 years47.44-42.02-113%
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