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BIRDX vs JERTX
BIRDX vs JERTX Comparison
Open Charts BIRDX vs JERTX
iShares Developed Real Estate Idx Instl
Price$8.34
Change-$0.07 (-0.83%)
VolumeN/A
Net Assets230.55M
Janus Henderson Global Real Estate T
Price$12.02
Change-$0.09 (-0.74%)
VolumeN/A
Net Assets301.83M
BIRDX vs JERTX Comparison Chart
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BIRDX vs. JERTX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
JERTX has more cash in the bank: 302M vs. BIRDX (231M). BIRDX pays higher dividends than JERTX: BIRDX (2.71) vs JERTX (2.37). 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 : 9.64 vs. BIRDX (-5.75). JERTX return over 5 years is better than : 13.27 vs. BIRDX (7.15).
| 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 | 6.134 | 5.314 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 302M | 76% |
| Annual Yield % from dividends | 2.71 | 2.37 | 114% |
| Returns for 1 year | -5.75 | 9.64 | -60% |
| Returns for 3 years | -2.30 | 9.81 | -23% |
| Returns for 5 years | 7.15 | 13.27 | 54% |
| Returns for 10 years | N/A | 38.82 | - |
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