BIRDX
Price
$8.46
Change
+$0.01 (+0.12%)
Updated
Jul 3 closing price
Net Assets
239.76M
SWASX
Price
$6.60
Change
+$0.02 (+0.30%)
Updated
Jul 3 closing price
Net Assets
284.94M
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BIRDX vs SWASX

Header iconBIRDX vs SWASX Comparison
Open Charts BIRDX vs SWASXBanner chart's image
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.

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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).
BIRDXSWASXBIRDX / SWASX
Total Expense Ratio0.200.7128%
Annual Report Gross Expense Ratio0.200.7128%
Fund Existence10 years18 years-
Gain YTD7.6617.471103%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets240M285M84%
Annual Yield % from dividends2.693.3081%
Returns for 1 year-4.9212.20-40%
Returns for 3 years-4.8110.38-46%
Returns for 5 years9.3120.3046%
Returns for 10 yearsN/A34.39-
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