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CSZIX vs PHRIX
CSZIX vs PHRIX Comparison
Open Charts CSZIX vs PHRIX
Cohen & Steers Real Estate Securities Z
Price$17.37
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets8.51B
Virtus Duff & Phelps Real Estate Secs I
Price$17.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets336.33M
CSZIX vs PHRIX Comparison Chart in %
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CSZIX vs. PHRIX 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 PHRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSZIX has more cash in the bank: 8.51B vs. PHRIX (336M). CSZIX pays higher dividends than PHRIX: CSZIX (2.80) vs PHRIX (2.11). CSZIX was incepted earlier than PHRIX: CSZIX (11 years) vs PHRIX (19 years). PHRIX (1.10) is less costly to investors than CSZIX (0.75). CSZIX is a more actively managed with annual turnover of: 35.00 vs. PHRIX (17.00). CSZIX has a lower initial minimum investment than PHRIX: CSZIX (0) vs PHRIX (100000). CSZIX annual gain was more profitable for investors over the last year : 2.49 vs. PHRIX (-3.94). CSZIX return over 5 years is better than : 23.17 vs. PHRIX (-1.64).
| CSZIX | PHRIX | CSZIX / PHRIX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 2.903 | -3.580 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 336M | 2,533% |
| Annual Yield % from dividends | 2.80 | 2.11 | 133% |
| Returns for 1 year | 2.49 | -3.94 | -63% |
| Returns for 3 years | 24.24 | 0.77 | 3,158% |
| Returns for 5 years | 23.17 | -1.64 | -1,413% |
| Returns for 10 years | 59.89 | -36.62 | -164% |
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