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BIRDX vs JERSX
BIRDX vs JERSX Comparison
Open Charts BIRDX vs JERSX
iShares Developed Real Estate Idx Instl
Price$8.34
Change-$0.07 (-0.83%)
VolumeN/A
Net Assets230.55M
Janus Henderson Global Real Estate S
Price$11.88
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets301.83M
BIRDX vs JERSX Comparison Chart
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BIRDX vs. JERSX 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 JERSX is a Hold.
FUNDAMENTALS
Fundamentals
JERSX has more cash in the bank: 302M vs. BIRDX (231M). BIRDX pays higher dividends than JERSX: BIRDX (2.71) vs JERSX (2.14). BIRDX was incepted earlier than JERSX: BIRDX (10 years) vs JERSX (18 years). JERSX (1.16) is less costly to investors than BIRDX (0.20). 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 : 9.48 vs. BIRDX (-5.75). JERSX return over 5 years is better than : 11.65 vs. BIRDX (7.15).
| BIRDX | JERSX | BIRDX / JERSX | |
| Total Expense Ratio | 0.20 | 1.16 | 17% |
| Annual Report Gross Expense Ratio | 0.20 | 1.16 | 17% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 6.134 | 5.226 | 117% |
| 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 | 2.14 | 127% |
| Returns for 1 year | -5.75 | 9.48 | -61% |
| Returns for 3 years | -2.30 | 8.91 | -26% |
| Returns for 5 years | 7.15 | 11.65 | 61% |
| Returns for 10 years | N/A | 34.94 | - |
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