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BIRDX vs SWASX
BIRDX vs SWASX Comparison
Open Charts BIRDX vs SWASX
iShares Developed Real Estate Idx Instl
Price$8.48
Change+$0.05 (+0.59%)
VolumeN/A
Net Assets255.23M
Schwab Global Real Estate
Price$6.71
Change+$0.04 (+0.60%)
VolumeN/A
Net Assets289.95M
BIRDX vs SWASX Comparison Chart in %
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BIRDX vs. SWASX commentary
Sep 08, 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: 290M vs. BIRDX (255M). SWASX pays higher dividends than BIRDX: SWASX (3.19) vs BIRDX (2.54). 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 : 3.67 vs. BIRDX (-13.48). SWASX return over 5 years is better than : 20.78 vs. BIRDX (8.76).
| 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 | 10.082 | 10.239 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 290M | 88% |
| Annual Yield % from dividends | 2.54 | 3.19 | 80% |
| Returns for 1 year | -13.48 | 3.67 | -367% |
| Returns for 3 years | -1.43 | 14.78 | -10% |
| Returns for 5 years | 8.76 | 20.78 | 42% |
| Returns for 10 years | 29.29 | 46.05 | 64% |
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