BIRDX
Price
$8.46
Change
+$0.01 (+0.12%)
Updated
Jul 3 closing price
Net Assets
239.76M
JERTX
Price
$12.08
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
301.83M
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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$8.46
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.

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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).
BIRDXJERTXBIRDX / JERTX
Total Expense Ratio0.200.8723%
Annual Report Gross Expense Ratio0.200.8723%
Fund Existence10 years16 years-
Gain YTD7.6616.580116%
Front LoadN/AN/A-
Min. Initial Investment2000000250080,000%
Min. Initial Investment IRAN/AN/A-
Net Assets240M302M79%
Annual Yield % from dividends2.692.64102%
Returns for 1 year-4.9210.18-48%
Returns for 3 years-4.815.98-80%
Returns for 5 years9.3113.2370%
Returns for 10 yearsN/A42.41-
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