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BIRDX vs JAREX
BIRDX vs JAREX Comparison
Open Charts BIRDX vs JAREX
iShares Developed Real Estate Idx Instl
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets246.69M
Easterly Global Real Estate A
Price$14.15
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets249.59M
BIRDX vs JAREX Comparison Chart in %
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BIRDX vs. JAREX commentary
Aug 18, 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 BIRDX is a Buy and JAREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JAREX (250M) and BIRDX (247M) have equal amount of cash in the bank . BIRDX pays higher dividends than JAREX: BIRDX (2.64) vs JAREX (2.38). BIRDX was incepted earlier than JAREX: BIRDX (10 years) vs JAREX (16 years). JAREX (1.46) is less costly to investors than BIRDX (0.22). JAREX is a more actively managed with annual turnover of: 141.00 vs. BIRDX (20.00). JAREX has a lower initial minimum investment than BIRDX: JAREX (2500) vs BIRDX (2000000). JAREX annual gain was more profitable for investors over the last year : 2.40 vs. BIRDX (-12.07). BIRDX return over 5 years is better than : 7.40 vs. JAREX (1.77).
| BIRDX | JAREX | BIRDX / JAREX | |
| Total Expense Ratio | 0.22 | 1.46 | 15% |
| Annual Report Gross Expense Ratio | 0.22 | 1.46 | 15% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 7.384 | 7.672 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 250M | 99% |
| Annual Yield % from dividends | 2.64 | 2.38 | 111% |
| Returns for 1 year | -12.07 | 2.40 | -503% |
| Returns for 3 years | -12.64 | -5.50 | 230% |
| Returns for 5 years | 7.40 | 1.77 | 418% |
| Returns for 10 years | 15.63 | -8.82 | -177% |
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