Interact to see
Advertisement
Advertisement
CSZIX vs HLRRX
CSZIX vs HLRRX Comparison
Open Charts CSZIX vs HLRRX
Cohen & Steers Real Estate Securities Z
Price$17.93
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets8.35B
LDR Real Estate Value Opportunity Instl
Price$10.07
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets11.69M
CSZIX vs HLRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSZIX vs. HLRRX commentary
Oct 22, 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 CSZIX is a Hold and HLRRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 8.35B vs. HLRRX (11.7M). CSZIX pays higher dividends than HLRRX: CSZIX (2.83) vs HLRRX (2.00). CSZIX was incepted earlier than HLRRX: CSZIX (11 years) vs HLRRX (23 years). HLRRX (2.57) is less costly to investors than CSZIX (0.75). HLRRX is a more actively managed with annual turnover of: 58.24 vs. CSZIX (35.00). CSZIX has a lower initial minimum investment than HLRRX: CSZIX (0) vs HLRRX (10000). CSZIX annual gain was more profitable for investors over the last year : -1.54 vs. HLRRX (-11.04). CSZIX return over 5 years is better than : 36.98 vs. HLRRX (1.92).
| CSZIX | HLRRX | CSZIX / HLRRX | |
| Total Expense Ratio | 0.75 | 2.57 | 29% |
| Annual Report Gross Expense Ratio | 0.75 | 2.57 | 29% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.221 | -6.307 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 11.7M | 71,393% |
| Annual Yield % from dividends | 2.83 | 2.00 | 142% |
| Returns for 1 year | -1.54 | -11.04 | 14% |
| Returns for 3 years | 35.10 | 3.00 | 1,171% |
| Returns for 5 years | 36.98 | 1.92 | 1,921% |
| Returns for 10 years | 61.69 | -27.51 | -224% |