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BIRDX vs SWASX
BIRDX vs SWASX Comparison
Open Charts BIRDX vs SWASX
iShares Developed Real Estate Idx Instl
Price$8.46
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets239.76M
Schwab Global Real Estate
Price$6.60
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets284.94M
BIRDX vs SWASX Comparison Chart in %
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BIRDX vs. SWASX 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 SWASX is a Buy.
FUNDAMENTALS
Fundamentals
SWASX has more cash in the bank: 285M vs. BIRDX (240M). 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 (0.71) is less costly to investors than BIRDX (0.20). 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 : 12.20 vs. BIRDX (-4.92). SWASX return over 5 years is better than : 20.30 vs. BIRDX (9.31).
| BIRDX | SWASX | BIRDX / SWASX | |
| Total Expense Ratio | 0.20 | 0.71 | 28% |
| Annual Report Gross Expense Ratio | 0.20 | 0.71 | 28% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 7.661 | 7.471 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 285M | 84% |
| Annual Yield % from dividends | 2.69 | 3.30 | 81% |
| Returns for 1 year | -4.92 | 12.20 | -40% |
| Returns for 3 years | -4.81 | 10.38 | -46% |
| Returns for 5 years | 9.31 | 20.30 | 46% |
| Returns for 10 years | N/A | 34.39 | - |
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