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BIRDX vs JERIX
BIRDX vs JERIX Comparison
Open Charts BIRDX vs JERIX
iShares Developed Real Estate Idx Instl
Price$8.34
Change-$0.07 (-0.83%)
VolumeN/A
Net Assets230.55M
Janus Henderson Global Real Estate I
Price$12.03
Change-$0.09 (-0.74%)
VolumeN/A
Net Assets301.83M
BIRDX vs JERIX Comparison Chart
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BIRDX vs. JERIX 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 JERIX is a Hold.
FUNDAMENTALS
Fundamentals
JERIX has more cash in the bank: 302M vs. BIRDX (231M). BIRDX pays higher dividends than JERIX: BIRDX (2.71) vs JERIX (2.52). BIRDX was incepted earlier than JERIX: BIRDX (10 years) vs JERIX (18 years). JERIX (0.73) is less costly to investors than BIRDX (0.20). JERIX is a more actively managed with annual turnover of: 87.00 vs. BIRDX (20.00). JERIX has a lower initial minimum investment than BIRDX: JERIX (2500) vs BIRDX (2000000). JERIX annual gain was more profitable for investors over the last year : 9.89 vs. BIRDX (-5.75). JERIX return over 5 years is better than : 14.08 vs. BIRDX (7.15).
| BIRDX | JERIX | BIRDX / JERIX | |
| Total Expense Ratio | 0.20 | 0.73 | 27% |
| Annual Report Gross Expense Ratio | 0.20 | 0.73 | 27% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 6.134 | 5.344 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 302M | 76% |
| Annual Yield % from dividends | 2.71 | 2.52 | 108% |
| Returns for 1 year | -5.75 | 9.89 | -58% |
| Returns for 3 years | -2.30 | 10.28 | -22% |
| Returns for 5 years | 7.15 | 14.08 | 51% |
| Returns for 10 years | N/A | 40.91 | - |
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