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BIRDX vs JERTX
BIRDX vs JERTX Comparison
Open Charts BIRDX vs JERTX
iShares Developed Real Estate Idx Instl
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets246.69M
Janus Henderson Global Real Estate T
Price$12.20
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets295.53M
BIRDX vs JERTX Comparison Chart in %
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BIRDX vs. JERTX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JERTX has more cash in the bank: 296M vs. BIRDX (247M). JERTX (2.67) and BIRDX (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 : 3.54 vs. BIRDX (-12.07). JERTX return over 5 years is better than : 9.60 vs. BIRDX (7.40).
| BIRDX | JERTX | BIRDX / JERTX | |
| Total Expense Ratio | 0.22 | 0.87 | 25% |
| Annual Report Gross Expense Ratio | 0.22 | 0.87 | 25% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 7.384 | 7.638 | 97% |
| 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 | 2.67 | 99% |
| Returns for 1 year | -12.07 | 3.54 | -341% |
| Returns for 3 years | -12.64 | -1.36 | 932% |
| Returns for 5 years | 7.40 | 9.60 | 77% |
| Returns for 10 years | 15.63 | 42.56 | 37% |
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