BIRDX
Price
$8.39
Change
-$0.01 (-0.12%)
Updated
Jul 25 closing price
Net Assets
241.55M
SWASX
Price
$6.64
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
286.51M
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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$8.39
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 %
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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.

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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).
BIRDXSWASXBIRDX / SWASX
Total Expense Ratio0.220.7231%
Annual Report Gross Expense Ratio0.220.7231%
Fund Existence10 years18 years-
Gain YTD7.7698.12296%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets242M287M84%
Annual Yield % from dividends2.693.3081%
Returns for 1 year-7.899.46-83%
Returns for 3 years-6.958.74-80%
Returns for 5 years12.5823.5253%
Returns for 10 yearsN/A33.48-
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