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CSRIX vs STMDX
CSRIX vs STMDX Comparison
Open Charts CSRIX vs STMDX
Cohen & Steers Instl Realty Shares
Price$49.52
Change+$0.47 (+0.96%)
VolumeN/A
Net Assets7.93B
Sterling Capital Real Estate I
Price$35.71
Change+$0.30 (+0.85%)
VolumeN/A
Net Assets66.81M
CSRIX vs STMDX Comparison Chart in %
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CSRIX vs. STMDX commentary
Sep 27, 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 STMDX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.93B vs. STMDX (66.8M). CSRIX pays higher dividends than STMDX: CSRIX (3.01) vs STMDX (2.73). CSRIX was incepted earlier than STMDX: CSRIX (26 years) vs STMDX (45 years). STMDX (0.86) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 30.00 vs. STMDX (4.90). CSRIX (1000000) and STMDX (1000000) have matching initial minimum investment requirements. CSRIX annual gain was more profitable for investors over the last year : -3.00 vs. STMDX (-7.82). CSRIX return over 5 years is better than : 43.16 vs. STMDX (8.89).
| CSRIX | STMDX | CSRIX / STMDX | |
| Total Expense Ratio | 0.75 | 0.86 | 87% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 26 years | 45 years | - |
| Gain YTD | 5.056 | 2.232 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.93B | 66.8M | 11,874% |
| Annual Yield % from dividends | 3.01 | 2.73 | 110% |
| Returns for 1 year | -3.00 | -7.82 | 38% |
| Returns for 3 years | 29.31 | 9.42 | 311% |
| Returns for 5 years | 43.16 | 8.89 | 485% |
| Returns for 10 years | 48.85 | 29.47 | 166% |
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