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BIRDX vs SWASX
BIRDX vs SWASX Comparison
Open Charts BIRDX vs SWASX
iShares Developed Real Estate Idx Instl
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets246.69M
Schwab Global Real Estate
Price$6.65
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets286.98M
BIRDX vs SWASX Comparison Chart in %
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BIRDX vs. SWASX commentary
Aug 18, 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: 287M vs. BIRDX (247M). SWASX pays higher dividends than BIRDX: SWASX (3.33) vs BIRDX (2.64). 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 : 6.24 vs. BIRDX (-12.07). SWASX return over 5 years is better than : 19.54 vs. BIRDX (7.40).
| 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 | 7.384 | 8.285 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 287M | 86% |
| Annual Yield % from dividends | 2.64 | 3.33 | 79% |
| Returns for 1 year | -12.07 | 6.24 | -193% |
| Returns for 3 years | -12.64 | 2.97 | -426% |
| Returns for 5 years | 7.40 | 19.54 | 38% |
| Returns for 10 years | 15.63 | 31.62 | 49% |
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