Interact to see
Advertisement
Advertisement
BIRDX vs JAREX
BIRDX vs JAREX Comparison
Open Charts BIRDX vs JAREX
iShares Developed Real Estate Idx Instl
Price$8.34
Change-$0.07 (-0.83%)
VolumeN/A
Net Assets230.55M
Easterly Global Real Estate A
Price$14.50
Change-$0.12 (-0.82%)
VolumeN/A
Net Assets265.05M
BIRDX vs JAREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BIRDX vs. JAREX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
JAREX has more cash in the bank: 265M vs. BIRDX (231M). BIRDX (2.71) and JAREX (2.70) have matching dividends . BIRDX was incepted earlier than JAREX: BIRDX (10 years) vs JAREX (16 years). JAREX (1.46) is less costly to investors than BIRDX (0.20). 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 : 14.53 vs. BIRDX (-5.75). BIRDX return over 5 years is better than : 7.15 vs. JAREX (4.21).
| BIRDX | JAREX | BIRDX / JAREX | |
| Total Expense Ratio | 0.20 | 1.46 | 14% |
| Annual Report Gross Expense Ratio | 0.20 | 1.46 | 14% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 6.134 | 9.550 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 265M | 87% |
| Annual Yield % from dividends | 2.71 | 2.70 | 100% |
| Returns for 1 year | -5.75 | 14.53 | -40% |
| Returns for 3 years | -2.30 | 6.03 | -38% |
| Returns for 5 years | 7.15 | 4.21 | 170% |
| Returns for 10 years | N/A | -8.66 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement