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BIRDX vs JERTX
BIRDX vs JERTX Comparison
Open Charts BIRDX vs JERTX
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.
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).
| 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 | 7.769 | 7.197 | 108% |
| 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 | 2.64 | 102% |
| Returns for 1 year | -7.89 | 7.10 | -111% |
| Returns for 3 years | -6.95 | 4.04 | -172% |
| Returns for 5 years | 12.58 | 13.70 | 92% |
| Returns for 10 years | N/A | 42.86 | - |
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