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CSRIX vs PHRIX
CSRIX vs PHRIX Comparison
Open Charts CSRIX vs PHRIX
Cohen & Steers Instl Realty Shares
Price$49.42
Change+$0.23 (+0.47%)
VolumeN/A
Net Assets8.08B
Virtus Duff & Phelps Real Estate Secs I
Price$18.95
Change+$0.15 (+0.80%)
VolumeN/A
Net Assets347.58M
CSRIX vs PHRIX Comparison Chart in %
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CSRIX vs. PHRIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.08B vs. PHRIX (348M). CSRIX pays higher dividends than PHRIX: CSRIX (3.09) vs PHRIX (2.12). 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 : -3.04 vs. PHRIX (-8.59). CSRIX return over 5 years is better than : 38.45 vs. PHRIX (9.31).
| 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 | 5.589 | 2.997 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.08B | 348M | 2,321% |
| Annual Yield % from dividends | 3.09 | 2.12 | 146% |
| Returns for 1 year | -3.04 | -8.59 | 35% |
| Returns for 3 years | 30.62 | 2.33 | 1,314% |
| Returns for 5 years | 38.45 | 9.31 | 413% |
| Returns for 10 years | 37.81 | -44.01 | -86% |
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