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BIRDX vs JERTX
BIRDX vs JERTX Comparison
Open Charts BIRDX vs JERTX
iShares Developed Real Estate Idx Instl
Price$8.46
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets239.76M
Janus Henderson Global Real Estate T
Price$12.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets301.83M
BIRDX vs JERTX Comparison Chart in %
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BIRDX vs. JERTX commentary
Jul 07, 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: 302M vs. BIRDX (240M). 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 (0.20). 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 : 10.18 vs. BIRDX (-4.92). JERTX return over 5 years is better than : 13.23 vs. BIRDX (9.31).
| BIRDX | JERTX | BIRDX / JERTX | |
| Total Expense Ratio | 0.20 | 0.87 | 23% |
| Annual Report Gross Expense Ratio | 0.20 | 0.87 | 23% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 7.661 | 6.580 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 302M | 79% |
| Annual Yield % from dividends | 2.69 | 2.64 | 102% |
| Returns for 1 year | -4.92 | 10.18 | -48% |
| Returns for 3 years | -4.81 | 5.98 | -80% |
| Returns for 5 years | 9.31 | 13.23 | 70% |
| Returns for 10 years | N/A | 42.41 | - |
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