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CSRIX vs PHRCX
CSRIX vs PHRCX Comparison
Open Charts CSRIX vs PHRCX
Cohen & Steers Instl Realty Shares
Price$48.02
Change-$0.36 (-0.74%)
VolumeN/A
Net Assets7.92B
Virtus Duff & Phelps Real Estate Secs C
Price$18.48
Change-$0.16 (-0.86%)
VolumeN/A
Net Assets339.73M
CSRIX vs PHRCX Comparison Chart in %
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CSRIX vs. PHRCX commentary
Nov 20, 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 PHRCX is a Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.92B vs. PHRCX (340M). CSRIX pays higher dividends than PHRCX: CSRIX (3.17) vs PHRCX (1.16). CSRIX was incepted earlier than PHRCX: CSRIX (26 years) vs PHRCX (22 years). PHRCX (2.08) is less costly to investors than CSRIX (0.76). PHRCX is a more actively managed with annual turnover of: 36.00 vs. CSRIX (30.00). PHRCX has a lower initial minimum investment than CSRIX: PHRCX (2500) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : -3.62 vs. PHRCX (-11.13). CSRIX return over 5 years is better than : 29.61 vs. PHRCX (-4.66).
| CSRIX | PHRCX | CSRIX / PHRCX | |
| Total Expense Ratio | 0.75 | 1.99 | 38% |
| Annual Report Gross Expense Ratio | 0.76 | 2.08 | 37% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 2.598 | 0.077 | 3,381% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 340M | 2,329% |
| Annual Yield % from dividends | 3.17 | 1.16 | 273% |
| Returns for 1 year | -3.62 | -11.13 | 33% |
| Returns for 3 years | 18.67 | -8.20 | -228% |
| Returns for 5 years | 29.61 | -4.66 | -636% |
| Returns for 10 years | 36.23 | -49.15 | -74% |
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