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BIRDX vs JERSX
BIRDX vs JERSX Comparison
Open Charts BIRDX vs JERSX
iShares Developed Real Estate Idx Instl
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets246.69M
Janus Henderson Global Real Estate S
Price$12.05
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets295.53M
BIRDX vs JERSX Comparison Chart in %
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BIRDX vs. JERSX 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 JERSX is a Buy.
FUNDAMENTALS
Fundamentals
JERSX has more cash in the bank: 296M vs. BIRDX (247M). BIRDX pays higher dividends than JERSX: BIRDX (2.64) vs JERSX (2.43). BIRDX was incepted earlier than JERSX: BIRDX (10 years) vs JERSX (18 years). JERSX (1.16) is less costly to investors than BIRDX (0.22). JERSX is a more actively managed with annual turnover of: 87.00 vs. BIRDX (20.00). JERSX has a lower initial minimum investment than BIRDX: JERSX (2500) vs BIRDX (2000000). JERSX annual gain was more profitable for investors over the last year : 3.23 vs. BIRDX (-12.07). JERSX return over 5 years is better than : 8.00 vs. BIRDX (7.40).
| BIRDX | JERSX | BIRDX / JERSX | |
| Total Expense Ratio | 0.22 | 1.16 | 19% |
| Annual Report Gross Expense Ratio | 0.22 | 1.16 | 19% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 7.384 | 7.408 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 296M | 83% |
| Annual Yield % from dividends | 2.64 | 2.43 | 109% |
| Returns for 1 year | -12.07 | 3.23 | -374% |
| Returns for 3 years | -12.64 | -2.20 | 574% |
| Returns for 5 years | 7.40 | 8.00 | 92% |
| Returns for 10 years | 15.63 | 38.51 | 41% |
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