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BIRDX vs SWASX
BIRDX vs SWASX Comparison
Open Charts BIRDX vs SWASX
iShares Developed Real Estate Idx Instl
Price$8.34
Change-$0.07 (-0.83%)
VolumeN/A
Net Assets230.55M
Schwab Global Real Estate
Price$6.58
Change-$0.06 (-0.90%)
VolumeN/A
Net Assets282.1M
BIRDX vs SWASX Comparison Chart
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BIRDX vs. SWASX commentary
Jun 16, 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: 282M vs. BIRDX (231M). SWASX pays higher dividends than BIRDX: SWASX (3.20) vs BIRDX (2.71). 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 : 12.04 vs. BIRDX (-5.75). SWASX return over 5 years is better than : 18.42 vs. BIRDX (7.15).
| 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 | 6.134 | 5.955 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 282M | 82% |
| Annual Yield % from dividends | 2.71 | 3.20 | 85% |
| Returns for 1 year | -5.75 | 12.04 | -48% |
| Returns for 3 years | -2.30 | 13.65 | -17% |
| Returns for 5 years | 7.15 | 18.42 | 39% |
| Returns for 10 years | N/A | 30.10 | - |
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