CSRIX
Price
$48.56
Change
+$0.25 (+0.52%)
Updated
Aug 15 closing price
Net Assets
7.75B
PHRIX
Price
$18.21
Change
+$0.09 (+0.50%)
Updated
Aug 15 closing price
Net Assets
340.35M
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CSRIX vs PHRIX

Header iconCSRIX vs PHRIX Comparison
Open Charts CSRIX vs PHRIXBanner chart's image
Cohen & Steers Instl Realty Shares
Price$48.56
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets7.75B
Virtus Duff & Phelps Real Estate Secs I
Price$18.21
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets340.35M
CSRIX vs PHRIX Comparison Chart in %
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CSRIX vs. PHRIX commentary
Aug 17, 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 PHRIX is a Buy.

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FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. PHRIX (340M). 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 : 0.71 vs. PHRIX (-6.22). CSRIX return over 5 years is better than : 37.25 vs. PHRIX (4.10).
CSRIXPHRIXCSRIX / PHRIX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.761.1069%
Fund Existence26 years19 years-
Gain YTD3.020-1.555-194%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.75B340M2,278%
Annual Yield % from dividends3.072.22139%
Returns for 1 year0.71-6.22-11%
Returns for 3 years1.40-21.35-7%
Returns for 5 years37.254.10907%
Returns for 10 years36.83-45.80-80%
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