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CSRIX vs STMDX
CSRIX vs STMDX Comparison
Open Charts CSRIX vs STMDX
Cohen & Steers Instl Realty Shares
Price$48.94
Change+$0.83 (+1.73%)
VolumeN/A
Net Assets7.75B
Sterling Capital Real Estate I
Price$35.45
Change+$0.67 (+1.93%)
VolumeN/A
Net Assets66.64M
CSRIX vs STMDX Comparison Chart in %
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CSRIX vs. STMDX commentary
Aug 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.75B vs. STMDX (66.6M). CSRIX pays higher dividends than STMDX: CSRIX (3.07) vs STMDX (2.80). 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 : -0.12 vs. STMDX (-4.67). CSRIX return over 5 years is better than : 37.60 vs. STMDX (2.60).
| 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 | 2.065 | -0.431 | -479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 66.6M | 11,631% |
| Annual Yield % from dividends | 3.07 | 2.80 | 110% |
| Returns for 1 year | -0.12 | -4.67 | 3% |
| Returns for 3 years | 2.63 | -13.26 | -20% |
| Returns for 5 years | 37.60 | 2.60 | 1,447% |
| Returns for 10 years | 40.46 | 21.52 | 188% |
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