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BIRDX vs JERTX
BIRDX vs JERTX Comparison
Open Charts BIRDX vs JERTX
iShares Developed Real Estate Idx Instl
Price$8.49
Change-$0.04 (-0.47%)
VolumeN/A
Net Assets258.89M
Janus Henderson Global Real Estate T
Price$12.18
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets306.39M
BIRDX vs JERTX Comparison Chart in %
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BIRDX vs. JERTX commentary
Sep 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 Hold and JERTX is a Hold.
FUNDAMENTALS
Fundamentals
JERTX has more cash in the bank: 306M vs. BIRDX (259M). JERTX (2.55) and BIRDX (2.54) 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 : -2.67 vs. BIRDX (-16.66). JERTX (12.76) and BIRDX (12.47) have equivalent 5 years return.
| 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 | 9.054 | 7.462 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 306M | 85% |
| Annual Yield % from dividends | 2.54 | 2.55 | 99% |
| Returns for 1 year | -16.66 | -2.67 | 625% |
| Returns for 3 years | 9.73 | 21.45 | 45% |
| Returns for 5 years | 12.47 | 12.76 | 98% |
| Returns for 10 years | 26.58 | 54.55 | 49% |
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