BIRDX
Price
$8.36
Change
+$0.02 (+0.24%)
Updated
Aug 15 closing price
Net Assets
246.69M
JERIX
Price
$12.21
Change
+$0.04 (+0.33%)
Updated
Aug 15 closing price
Net Assets
295.53M
Interact to see
Advertisement

BIRDX vs JERIX

Header iconBIRDX vs JERIX Comparison
Open Charts BIRDX vs JERIXBanner chart's image
iShares Developed Real Estate Idx Instl
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets246.69M
Janus Henderson Global Real Estate I
Price$12.21
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets295.53M
BIRDX vs JERIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BIRDX vs. JERIX 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 JERIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JERIX has more cash in the bank: 296M vs. BIRDX (247M). JERIX pays higher dividends than BIRDX: JERIX (2.82) vs BIRDX (2.64). BIRDX was incepted earlier than JERIX: BIRDX (10 years) vs JERIX (18 years). JERIX (0.73) is less costly to investors than BIRDX (0.22). 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 : 3.70 vs. BIRDX (-12.07). JERIX return over 5 years is better than : 10.47 vs. BIRDX (7.40).
BIRDXJERIXBIRDX / JERIX
Total Expense Ratio0.220.7330%
Annual Report Gross Expense Ratio0.220.7330%
Fund Existence10 years18 years-
Gain YTD7.3847.71096%
Front LoadN/AN/A-
Min. Initial Investment2000000250080,000%
Min. Initial Investment IRAN/AN/A-
Net Assets247M296M83%
Annual Yield % from dividends2.642.8294%
Returns for 1 year-12.073.70-326%
Returns for 3 years-12.64-0.931,359%
Returns for 5 years7.4010.4771%
Returns for 10 years15.6344.7235%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FBBAX28.070.05
+0.18%
First Foundation Total Return A
SMDLX23.16-0.04
-0.17%
ClearBridge Tactical Dividend Income C
FOCKX24.51-0.06
-0.24%
Fidelity OTC K
RSESX17.93-0.05
-0.28%
Russell Inv US Strategic Equity S
VSVIX30.89-0.28
-0.90%
Victory Integrity Small-Cap Value Y