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AGREX vs BIRDX
AGREX vs BIRDX Comparison
Open Charts AGREX vs BIRDX
Invesco Global Real Estate A
Price$9.14
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets134.63M
iShares Developed Real Estate Idx Instl
Price$8.46
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets239.76M
AGREX vs BIRDX Comparison Chart in %
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AGREX vs. BIRDX commentary
Jul 07, 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: 240M vs. AGREX (135M). BIRDX pays higher dividends than AGREX: BIRDX (2.69) vs AGREX (2.06). AGREX was incepted earlier than BIRDX: AGREX (20 years) vs BIRDX (10 years). AGREX (1.42) is less costly to investors than BIRDX (0.20). 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 : 8.86 vs. BIRDX (-4.92). BIRDX return over 5 years is better than : 9.31 vs. AGREX (0.49).
| AGREX | BIRDX | AGREX / BIRDX | |
| Total Expense Ratio | 1.42 | 0.20 | 710% |
| Annual Report Gross Expense Ratio | 1.42 | 0.20 | 710% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 6.071 | 7.661 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 240M | 56% |
| Annual Yield % from dividends | 2.06 | 2.69 | 77% |
| Returns for 1 year | 8.86 | -4.92 | -180% |
| Returns for 3 years | -5.08 | -4.81 | 106% |
| Returns for 5 years | 0.49 | 9.31 | 5% |
| Returns for 10 years | -6.05 | N/A | - |
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