Interact to see
Advertisement
Advertisement
CSRIX vs PHRCX
CSRIX vs PHRCX Comparison
Open Charts CSRIX vs PHRCX
Cohen & Steers Instl Realty Shares
Price$48.71
Change-$0.20 (-0.41%)
VolumeN/A
Net Assets8.08B
Virtus Duff & Phelps Real Estate Secs C
Price$18.68
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets345.77M
CSRIX vs PHRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. PHRCX commentary
Oct 09, 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 PHRCX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.08B vs. PHRCX (346M). CSRIX pays higher dividends than PHRCX: CSRIX (3.09) vs PHRCX (1.14). 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 : -1.28 vs. PHRCX (-8.41). CSRIX return over 5 years is better than : 33.67 vs. PHRCX (-0.92).
| 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 | 4.500 | 0.614 | 733% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.08B | 346M | 2,334% |
| Annual Yield % from dividends | 3.09 | 1.14 | 270% |
| Returns for 1 year | -1.28 | -8.41 | 15% |
| Returns for 3 years | 33.64 | 1.42 | 2,377% |
| Returns for 5 years | 33.67 | -0.92 | -3,672% |
| Returns for 10 years | 40.02 | -48.82 | -82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FMMMX | 47.81 | 0.40 | +0.84% |
| American Funds AMCAP 529-F-2 | |||
| GSRLX | 13.02 | N/A | N/A |
| Goldman Sachs Rising Dividend Gr Instl | |||
| MCFGX | 16.81 | N/A | N/A |
| BlackRock Capital Appreciation Inv C | |||
| MSEEX | 24.19 | N/A | N/A |
| Morgan Stanley Europe Opportunity C | |||
| GSEPX | 73.94 | N/A | N/A |
| Goldman Sachs US Equity Insights P | |||