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BIRDX vs JERIX
BIRDX vs JERIX Comparison
Open Charts BIRDX vs JERIX
iShares Developed Real Estate Idx Instl
Price$8.39
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets241.55M
Janus Henderson Global Real Estate I
Price$12.16
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets300.68M
BIRDX vs JERIX Comparison Chart in %
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BIRDX vs. JERIX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JERIX has more cash in the bank: 301M vs. BIRDX (242M). JERIX (2.79) and BIRDX (2.69) have matching dividends . 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 : 7.26 vs. BIRDX (-7.89). JERIX return over 5 years is better than : 14.52 vs. BIRDX (12.58).
| BIRDX | JERIX | BIRDX / JERIX | |
| Total Expense Ratio | 0.22 | 0.73 | 30% |
| Annual Report Gross Expense Ratio | 0.22 | 0.73 | 30% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 7.769 | 7.269 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 301M | 80% |
| Annual Yield % from dividends | 2.69 | 2.79 | 96% |
| Returns for 1 year | -7.89 | 7.26 | -109% |
| Returns for 3 years | -6.95 | 4.57 | -152% |
| Returns for 5 years | 12.58 | 14.52 | 87% |
| Returns for 10 years | N/A | 45.02 | - |
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