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RENTX vs CSRIX

Both CSRIX and RENTX are mutual funds. CSRIX has a higher 5-year return than RENTX (8.74% vs 3.31%). Below is the comparison between CSRIX and RENTX.

CSRIX RENTX
Security Type ETF ETF
Segment Specialty: Real Estate Specialty: Real Estate
Family Cohen & Steers Shelton Capital Management
Net Assets $4.90B N/A
Expense Ratio 0.75% N/A
Management Style active active
Dividend Yield 2.35% N/A
Minimum Investment $3,000,000.00 $3,000.00
YTD Return 11.27% -10.35%
1-Year Return 13.87% 11.85%
3-Year Return 14.34% 2.49%
5-Year Return 8.74% 3.31%
10-Year Return 10.12% N/A

CSRIX description

The Fund seeks total return through investment in real estate securities. Both capital appreciation and current are sought with equal emphasis.

CSRIX performance & returns

YTD Return 11.27%
1-Month Return 7.50%
3-Month Return 13.87%
1-Year Return 13.87%
3-Year Return 14.34%
5-Year Return 8.74%
10-Year Return 10.12%
CSRIX expense ratio is 0.75%.

CSRIX holdings

Top 10 Holdings (55.91% of Total Assets)

Name Symbol % Assets
Equinix Inc EQIX 8.42%
American Tower Corp AMT 8.16%
Crown Castle International Corp CCI 7.27%
Public Storage PSA 6.86%
Duke Realty Corp DRE 4.76%
Welltower Inc WELL 4.29%
SBA Communications Corp SBAC 4.20%
Prologis Inc PLD 4.02%
UDR Inc UDR 3.97%
Simon Property Group Inc SPG 3.96%

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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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