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BIRDX vs JERSX
BIRDX vs JERSX Comparison
Open Charts BIRDX vs JERSX
iShares Developed Real Estate Idx Instl
Price$8.39
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets241.55M
Janus Henderson Global Real Estate S
Price$12.01
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets300.68M
BIRDX vs JERSX Comparison Chart in %
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BIRDX vs. JERSX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JERSX has more cash in the bank: 301M vs. BIRDX (242M). BIRDX pays higher dividends than JERSX: BIRDX (2.69) vs JERSX (2.41). 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 : 6.82 vs. BIRDX (-7.89). BIRDX (12.58) and JERSX (12.08) have equivalent 5 years return.
| 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 | 7.769 | 7.052 | 110% |
| 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 | 2.41 | 112% |
| Returns for 1 year | -7.89 | 6.82 | -116% |
| Returns for 3 years | -6.95 | 3.21 | -216% |
| Returns for 5 years | 12.58 | 12.08 | 104% |
| Returns for 10 years | N/A | 38.78 | - |
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