BIRDX
Price
$8.39
Change
-$0.01 (-0.12%)
Updated
Jul 25 closing price
Net Assets
241.55M
JERTX
Price
$12.15
Change
-$0.01 (-0.08%)
Updated
Jul 25 closing price
Net Assets
300.68M
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BIRDX vs JERTX

Header iconBIRDX vs JERTX Comparison
Open Charts BIRDX vs JERTXBanner chart's image
iShares Developed Real Estate Idx Instl
Price$8.39
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets241.55M
Janus Henderson Global Real Estate T
Price$12.15
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets300.68M
BIRDX vs JERTX Comparison Chart in %
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BIRDX vs. JERTX 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 JERTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JERTX has more cash in the bank: 301M vs. BIRDX (242M). BIRDX (2.69) and JERTX (2.64) have matching dividends . BIRDX was incepted earlier than JERTX: BIRDX (10 years) vs JERTX (16 years). JERTX (0.87) is less costly to investors than BIRDX (0.22). JERTX is a more actively managed with annual turnover of: 87.00 vs. BIRDX (20.00). JERTX has a lower initial minimum investment than BIRDX: JERTX (2500) vs BIRDX (2000000). JERTX annual gain was more profitable for investors over the last year : 7.10 vs. BIRDX (-7.89). JERTX return over 5 years is better than : 13.70 vs. BIRDX (12.58).
BIRDXJERTXBIRDX / JERTX
Total Expense Ratio0.220.8725%
Annual Report Gross Expense Ratio0.220.8725%
Fund Existence10 years16 years-
Gain YTD7.7697.197108%
Front LoadN/AN/A-
Min. Initial Investment2000000250080,000%
Min. Initial Investment IRAN/AN/A-
Net Assets242M301M80%
Annual Yield % from dividends2.692.64102%
Returns for 1 year-7.897.10-111%
Returns for 3 years-6.954.04-172%
Returns for 5 years12.5813.7092%
Returns for 10 yearsN/A42.86-
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