Interact to see
Advertisement
Advertisement
BIRDX vs SWASX
BIRDX vs SWASX Comparison
Open Charts BIRDX vs SWASX
iShares Developed Real Estate Idx Instl
Price$8.39
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets241.55M
Schwab Global Real Estate
Price$6.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.51M
BIRDX vs SWASX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIRDX vs. SWASX 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 SWASX is a Buy.
FUNDAMENTALS
Fundamentals
SWASX has more cash in the bank: 287M vs. BIRDX (242M). SWASX pays higher dividends than BIRDX: SWASX (3.30) vs BIRDX (2.69). BIRDX was incepted earlier than SWASX: BIRDX (10 years) vs SWASX (18 years). SWASX (0.72) is less costly to investors than BIRDX (0.22). SWASX is a more actively managed with annual turnover of: 85.00 vs. BIRDX (20.00). SWASX has a lower initial minimum investment than BIRDX: SWASX (0) vs BIRDX (2000000). SWASX annual gain was more profitable for investors over the last year : 9.46 vs. BIRDX (-7.89). SWASX return over 5 years is better than : 23.52 vs. BIRDX (12.58).
| BIRDX | SWASX | BIRDX / SWASX | |
| Total Expense Ratio | 0.22 | 0.72 | 31% |
| Annual Report Gross Expense Ratio | 0.22 | 0.72 | 31% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 7.769 | 8.122 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 287M | 84% |
| Annual Yield % from dividends | 2.69 | 3.30 | 81% |
| Returns for 1 year | -7.89 | 9.46 | -83% |
| Returns for 3 years | -6.95 | 8.74 | -80% |
| Returns for 5 years | 12.58 | 23.52 | 53% |
| Returns for 10 years | N/A | 33.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TSQIX | 13.29 | 0.09 | +0.68% |
| AMG TimesSquare Small Cap Growth I | |||
| GCTCX | 45.13 | 0.18 | +0.40% |
| Goldman Sachs US Tax-Managed Eq C | |||
| VYCGX | 26.72 | 0.05 | +0.19% |
| Voya Corporate Leaders 100 R6 | |||
| CWIEX | 72.06 | 0.04 | +0.06% |
| American Funds Capital World Gr&Inc 529E | |||
| AEDRX | 36.09 | -0.03 | -0.08% |
| Invesco EQV European Equity R | |||