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RENTX vs CSDIX

Both CSDIX and RENTX are mutual funds. CSDIX has a higher 5-year return than RENTX (8.81% vs 3.31%). Below is the comparison between CSDIX and RENTX.

CSDIX RENTX
Security Type ETF ETF
Segment Specialty: Real Estate Specialty: Real Estate
Family Cohen & Steers Shelton Capital Management
Net Assets $4.50B N/A
Expense Ratio 0.87% N/A
Management Style active active
Dividend Yield 2.71% N/A
Minimum Investment $100,000.00 $3,000.00
YTD Return 10.55% -10.35%
1-Year Return 13.19% 11.85%
3-Year Return 13.93% 2.49%
5-Year Return 8.81% 3.31%
10-Year Return 11.03% N/A

CSDIX description

The Fund seeks total return through investment in real estate securities. Under normal market conditions, the Fund invests at least 80% of its total assets in income-producing common stocks and other equity securities issued by real estate companies, such as real estate investment trusts (REITs).

CSDIX performance & returns

YTD Return 10.55%
1-Month Return 7.33%
3-Month Return 13.19%
1-Year Return 13.19%
3-Year Return 13.93%
5-Year Return 8.81%
10-Year Return 11.03%
CSDIX expense ratio is 0.87%.

CSDIX holdings

Top 10 Holdings (52.81% of Total Assets)

Name Symbol % Assets
Crown Castle International Corp CCI 7.84%
American Tower Corp AMT 7.29%
Public Storage PSA 6.81%
Equinix Inc EQIX 6.76%
SBA Communications Corp SBAC 4.60%
Simon Property Group Inc SPG 4.46%
Ventas Inc VTR 4.18%
Prologis Inc PLD 3.85%
VEREIT Inc Class A VER 3.53%
VICI Properties Inc Ordinary Shares VICI 3.49%

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RENTX description

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RENTX performance & returns

YTD Return -10.35%
1-Month Return -0.46%
3-Month Return 11.85%
1-Year Return 11.85%
3-Year Return 2.49%
5-Year Return 3.31%
10-Year Return N/A
RENTX expense ratio is N/A.

RENTX holdings

Top 10 Holdings (62.49% of Total Assets)

Name Symbol % Assets
Crown Castle International Corp CCI 11.22%
Equinix Inc EQIX 8.61%
Alexandria Real Estate Equities Inc ARE 8.47%
Duke Realty Corp DRE 7.42%
Sun Communities Inc SUI 7.26%
CoreSite Realty Corp COR 4.30%
CubeSmart CUBE 4.03%
Sunstone Hotel Investors Inc SHO 3.78%
Healthcare Trust of America Inc HTA 3.75%
Digital Realty Trust Inc DLR 3.65%

Other relevant RENTX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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