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CSRIX vs STMMX
CSRIX vs STMMX Comparison
Open Charts CSRIX vs STMMX
Cohen & Steers Instl Realty Shares
Price$49.68
Change+$0.09 (+0.18%)
VolumeN/A
Net Assets7.8B
Sterling Capital Real Estate A
Price$35.87
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets68.69M
CSRIX vs STMMX Comparison Chart in %
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CSRIX vs. STMMX commentary
Jul 07, 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 STMMX is a Buy.
FUNDAMENTALS
Fundamentals
CSRIX has more cash in the bank: 7.8B vs. STMMX (68.7M). CSRIX pays higher dividends than STMMX: CSRIX (3.04) vs STMMX (2.52). CSRIX was incepted earlier than STMMX: CSRIX (25 years) vs STMMX (10 years). STMMX (1.11) is less costly to investors than CSRIX (0.76). CSRIX is a more actively managed with annual turnover of: 30.00 vs. STMMX (4.90). STMMX has a lower initial minimum investment than CSRIX: STMMX (1000) vs CSRIX (1000000). CSRIX annual gain was more profitable for investors over the last year : 12.21 vs. STMMX (6.38). CSRIX return over 5 years is better than : 42.69 vs. STMMX (5.53).
| CSRIX | STMMX | CSRIX / STMMX | |
| Total Expense Ratio | 0.75 | 1.11 | 68% |
| Annual Report Gross Expense Ratio | 0.76 | 1.11 | 68% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 5.396 | 2.906 | 186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 68.7M | 11,348% |
| Annual Yield % from dividends | 3.04 | 2.52 | 120% |
| Returns for 1 year | 12.21 | 6.38 | 191% |
| Returns for 3 years | 13.55 | -4.44 | -305% |
| Returns for 5 years | 42.69 | 5.53 | 772% |
| Returns for 10 years | 48.40 | N/A | - |
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