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CSZIX vs PHRCX
CSZIX vs PHRCX Comparison
Open Charts CSZIX vs PHRCX
Cohen & Steers Real Estate Securities Z
Price$17.40
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets8.51B
Virtus Duff & Phelps Real Estate Secs C
Price$17.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets336.32M
CSZIX vs PHRCX Comparison Chart in %
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CSZIX vs. PHRCX commentary
Dec 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 CSZIX is a Buy and PHRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 8.51B vs. PHRCX (336M). CSZIX pays higher dividends than PHRCX: CSZIX (2.80) vs PHRCX (1.14). CSZIX was incepted earlier than PHRCX: CSZIX (11 years) vs PHRCX (22 years). PHRCX (2.08) is less costly to investors than CSZIX (0.75). CSZIX is a more actively managed with annual turnover of: 35.00 vs. PHRCX (17.00). CSZIX has a lower initial minimum investment than PHRCX: CSZIX (0) vs PHRCX (2500). CSZIX annual gain was more profitable for investors over the last year : 2.61 vs. PHRCX (-4.83). CSZIX return over 5 years is better than : 23.38 vs. PHRCX (-5.92).
| CSZIX | PHRCX | CSZIX / PHRCX | |
| Total Expense Ratio | 0.75 | 1.99 | 38% |
| Annual Report Gross Expense Ratio | 0.75 | 2.08 | 36% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 3.081 | -4.272 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 336M | 2,533% |
| Annual Yield % from dividends | 2.80 | 1.14 | 246% |
| Returns for 1 year | 2.61 | -4.83 | -54% |
| Returns for 3 years | 24.45 | -1.86 | -1,312% |
| Returns for 5 years | 23.38 | -5.92 | -395% |
| Returns for 10 years | 57.44 | -43.33 | -133% |
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