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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% |
Other relevant CSDIX comparisons
You may also want to check out the following CSDIX comparisons that investors often look for on Finny
- CSDIX vs VGSLX
- CSDIX vs VGSNX
- CSDIX vs CSRSX
- CSDIX vs CSRIX
- CSDIX vs FRESX
- CSDIX vs FRIRX
- CSDIX vs TIREX
- CSDIX vs FRIFX
- CSDIX vs TRREX
- CSDIX vs PRRSX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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
You may also want to check out the following RENTX comparisons that investors often look for on Finny
- RENTX vs VGSLX
- RENTX vs VGSNX
- RENTX vs CSRSX
- RENTX vs CSRIX
- RENTX vs FRESX
- RENTX vs CSDIX
- RENTX vs FRIRX
- RENTX vs TIREX
- RENTX vs FRIFX
- RENTX vs TRREX
Or use Finny Compare Wizard to create a comparison you’d like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
