Interact to see
Advertisement
Advertisement
CSRIX vs PHRIX
CSRIX vs PHRIX Comparison
Open Charts CSRIX vs PHRIX
Cohen & Steers Instl Realty Shares
Price$49.46
Change+$0.47 (+0.96%)
VolumeN/A
Net Assets7.75B
Virtus Duff & Phelps Real Estate Secs I
Price$18.80
Change+$0.15 (+0.80%)
VolumeN/A
Net Assets346.48M
CSRIX vs PHRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSRIX vs. PHRIX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. PHRIX (346M). CSRIX pays higher dividends than PHRIX: CSRIX (3.01) vs PHRIX (2.15). 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 : -1.20 vs. PHRIX (-6.80). CSRIX return over 5 years is better than : 37.63 vs. PHRIX (6.00).
| 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 | 4.929 | 1.635 | 301% |
| 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 | 346M | 2,239% |
| Annual Yield % from dividends | 3.01 | 2.15 | 140% |
| Returns for 1 year | -1.20 | -6.80 | 18% |
| Returns for 3 years | 12.83 | -11.20 | -115% |
| Returns for 5 years | 37.63 | 6.00 | 628% |
| Returns for 10 years | 53.59 | -38.48 | -139% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CMTFX | 106.08 | 0.57 | +0.54% |
| Columbia Global Technology Growth Inst | |||
| VMFVX | 408.99 | 1.79 | +0.44% |
| Vanguard S&P Mid-Cap 400 Value Idx I | |||
| LMBAX | 15.22 | 0.04 | +0.26% |
| Franklin U.S. Small Cap Equity A | |||
| JLGQX | 88.27 | N/A | N/A |
| JPMorgan Large Cap Growth R4 | |||
| GSLIX | 17.03 | -0.09 | -0.53% |
| Goldman Sachs Large Cap Value Instl | |||