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CSRIX vs SETAX
CSRIX vs SETAX Comparison
Open Charts CSRIX vs SETAX
Cohen & Steers Instl Realty Shares
Price$48.01
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets8.18B
SEI Real Estate F (SIMT)
Price$14.73
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets72.99M
CSRIX vs SETAX Comparison Chart in %
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CSRIX vs. SETAX commentary
Dec 29, 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 StrongBuy and SETAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 8.18B vs. SETAX (73M). CSRIX pays higher dividends than SETAX: CSRIX (3.09) vs SETAX (2.87). CSRIX was incepted earlier than SETAX: CSRIX (26 years) vs SETAX (22 years). SETAX (1.24) is less costly to investors than CSRIX (0.76). SETAX is a more actively managed with annual turnover of: 46.00 vs. CSRIX (30.00). SETAX has a lower initial minimum investment than CSRIX: SETAX (100000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 2.11 vs. SETAX (-7.20). CSRIX return over 5 years is better than : 28.39 vs. SETAX (14.80).
| CSRIX | SETAX | CSRIX / SETAX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.24 | 61% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 2.577 | -6.505 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.18B | 73M | 11,210% |
| Annual Yield % from dividends | 3.09 | 2.87 | 108% |
| Returns for 1 year | 2.11 | -7.20 | -29% |
| Returns for 3 years | 22.58 | 15.94 | 142% |
| Returns for 5 years | 28.39 | 14.80 | 192% |
| Returns for 10 years | 37.44 | -7.19 | -521% |
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