Interact to see
Advertisement
Advertisement
CSRIX vs PHRCX
CSRIX vs PHRCX Comparison
Open Charts CSRIX vs PHRCX
Cohen & Steers Instl Realty Shares
Price$49.67
Change-$0.26 (-0.52%)
VolumeN/A
Net Assets7.93B
Virtus Duff & Phelps Real Estate Secs C
Price$18.98
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets347.17M
CSRIX vs PHRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. PHRCX commentary
Sep 14, 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: 7.93B vs. PHRCX (347M). CSRIX pays higher dividends than PHRCX: CSRIX (3.01) 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 : -3.57 vs. PHRCX (-9.89). CSRIX return over 5 years is better than : 40.08 vs. PHRCX (4.74).
| 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 | 5.375 | 1.604 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.93B | 347M | 2,286% |
| Annual Yield % from dividends | 3.01 | 1.14 | 264% |
| Returns for 1 year | -3.57 | -9.89 | 36% |
| Returns for 3 years | 12.99 | -13.47 | -96% |
| Returns for 5 years | 40.08 | 4.74 | 846% |
| Returns for 10 years | 51.20 | -44.95 | -114% |
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 % |
| CVMAX | 21.37 | 0.04 | +0.19% |
| Calvert Emerging Markets Equity A | |||
| BRWTX | 28.64 | 0.04 | +0.14% |
| MFS Blended Research Growth Eq R3 | |||
| JWGRX | 130.48 | -0.31 | -0.24% |
| Janus Henderson Global Research S | |||
| VIMSX | 79.62 | -0.57 | -0.71% |
| Vanguard Mid Cap Index Investor | |||
| RSMRX | 15.79 | -0.24 | -1.50% |
| RBC SMID Cap Growth R6 | |||