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CSRIX vs PHRIX
CSRIX vs PHRIX Comparison
Open Charts CSRIX vs PHRIX
Cohen & Steers Instl Realty Shares
Price$49.41
Change-$0.19 (-0.38%)
VolumeN/A
Net Assets7.75B
Virtus Duff & Phelps Real Estate Secs I
Price$18.70
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets345.29M
CSRIX vs PHRIX Comparison Chart in %
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CSRIX vs. PHRIX commentary
Aug 29, 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 PHRIX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. PHRIX (345M). CSRIX pays higher dividends than PHRIX: CSRIX (3.07) vs PHRIX (2.22). CSRIX was incepted earlier than PHRIX: CSRIX (26 years) vs PHRIX (19 years). PHRIX (1.10) is less costly to investors than CSRIX (0.76). PHRIX is a more actively managed with annual turnover of: 36.00 vs. CSRIX (30.00). PHRIX has a lower initial minimum investment than CSRIX: PHRIX (100000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : -0.15 vs. PHRIX (-6.60). CSRIX return over 5 years is better than : 37.13 vs. PHRIX (5.17).
| CSRIX | PHRIX | CSRIX / PHRIX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.10 | 69% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 5.226 | 1.257 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 345M | 2,245% |
| Annual Yield % from dividends | 3.07 | 2.22 | 139% |
| Returns for 1 year | -0.15 | -6.60 | 2% |
| Returns for 3 years | 11.13 | -13.00 | -86% |
| Returns for 5 years | 37.13 | 5.17 | 718% |
| Returns for 10 years | 52.47 | -39.33 | -133% |
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