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CSRIX vs STMMX
CSRIX vs STMMX Comparison
Open Charts CSRIX vs STMMX
Cohen & Steers Instl Realty Shares
Price$47.73
Change+$0.78 (+1.66%)
VolumeN/A
Net Assets7.77B
Sterling Capital Real Estate A
Price$34.77
Change+$0.50 (+1.46%)
VolumeN/A
Net Assets65.74M
CSRIX vs STMMX Comparison Chart
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CSRIX vs. STMMX commentary
Apr 18, 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 STMMX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.77B vs. STMMX (65.7M). CSRIX pays higher dividends than STMMX: CSRIX (2.90) vs STMMX (2.40). CSRIX was incepted earlier than STMMX: CSRIX (25 years) vs STMMX (9 years). STMMX (1.11) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 32.00 vs. STMMX (4.90). STMMX has a lower initial minimum investment than CSRIX: STMMX (1000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 15.11 vs. STMMX (8.84). CSRIX return over 5 years is better than : 39.20 vs. STMMX (7.29).
| CSRIX | STMMX | CSRIX / STMMX | |
| Total Expense Ratio | 0.75 | 1.11 | 68% |
| Annual Report Gross Expense Ratio | 0.76 | 1.11 | 68% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -1.334 | -2.511 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 65.7M | 11,823% |
| Annual Yield % from dividends | 2.90 | 2.40 | 121% |
| Returns for 1 year | 15.11 | 8.84 | 171% |
| Returns for 3 years | -7.85 | -22.69 | 35% |
| Returns for 5 years | 39.20 | 7.29 | 538% |
| Returns for 10 years | 23.95 | N/A | - |
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