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BIRDX vs JERIX
BIRDX vs JERIX Comparison
Open Charts BIRDX vs JERIX
iShares Developed Real Estate Idx Instl
Price$8.58
Change+$0.10 (+1.18%)
VolumeN/A
Net Assets255.23M
Janus Henderson Global Real Estate I
Price$12.42
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets295.53M
BIRDX vs JERIX Comparison Chart in %
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BIRDX vs. JERIX commentary
Sep 10, 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: 296M vs. BIRDX (255M). JERIX pays higher dividends than BIRDX: JERIX (2.70) vs BIRDX (2.54). 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 : 1.94 vs. BIRDX (-12.95). JERIX return over 5 years is better than : 12.10 vs. BIRDX (8.88).
| 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 | 10.210 | 9.474 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 296M | 86% |
| Annual Yield % from dividends | 2.54 | 2.70 | 94% |
| Returns for 1 year | -12.95 | 1.94 | -667% |
| Returns for 3 years | -3.96 | 7.41 | -54% |
| Returns for 5 years | 8.88 | 12.10 | 73% |
| Returns for 10 years | 28.47 | 56.58 | 50% |
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