Interact to see
Advertisement
Advertisement
AGREX vs BIRDX
AGREX vs BIRDX Comparison
Open Charts AGREX vs BIRDX
Invesco Global Real Estate A
Price$9.06
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets127.11M
iShares Developed Real Estate Idx Instl
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets246.69M
AGREX vs BIRDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGREX vs. BIRDX commentary
Aug 19, 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 AGREX is a Buy and BIRDX is a Buy.
FUNDAMENTALS
Fundamentals
BIRDX has more cash in the bank: 247M vs. AGREX (127M). BIRDX pays higher dividends than AGREX: BIRDX (2.64) vs AGREX (2.11). AGREX was incepted earlier than BIRDX: AGREX (20 years) vs BIRDX (10 years). AGREX (1.44) is less costly to investors than BIRDX (0.22). AGREX is a more actively managed with annual turnover of: 130.00 vs. BIRDX (20.00). AGREX has a lower initial minimum investment than BIRDX: AGREX (1000) vs BIRDX (2000000). AGREX annual gain was more profitable for investors over the last year : 1.29 vs. BIRDX (-12.07). BIRDX return over 5 years is better than : 7.40 vs. AGREX (-2.04).
| AGREX | BIRDX | AGREX / BIRDX | |
| Total Expense Ratio | 1.44 | 0.22 | 655% |
| Annual Report Gross Expense Ratio | 1.44 | 0.22 | 655% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 5.142 | 7.384 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 247M | 51% |
| Annual Yield % from dividends | 2.11 | 2.64 | 80% |
| Returns for 1 year | 1.29 | -12.07 | -11% |
| Returns for 3 years | -12.98 | -12.64 | 103% |
| Returns for 5 years | -2.04 | 7.40 | -28% |
| Returns for 10 years | -9.45 | 15.63 | -60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WCPSX | 43.88 | 0.17 | +0.39% |
| Communication Services UltraSectorProSvc | |||
| VTARX | 11.18 | N/A | N/A |
| Virtus Tactical Allocation R6 | |||
| FASGX | 30.45 | -0.01 | -0.03% |
| Fidelity Asset Manager 70% | |||
| CFJAX | 34.54 | -0.07 | -0.20% |
| Calvert US Large Cap Value Rspnb Idx A | |||
| WMMAX | 15.83 | -0.16 | -1.00% |
| TETON Westwood Mighty Mites A | |||