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AGREX vs BKRDX
AGREX vs BKRDX Comparison
Open Charts AGREX vs BKRDX
Invesco Global Real Estate A
Price$8.93
Change-$0.08 (-0.89%)
VolumeN/A
Net Assets139.69M
iShares Developed Real Estate Idx K
Price$8.11
Change-$0.06 (-0.73%)
VolumeN/A
Net Assets222.9M
AGREX vs BKRDX Comparison Chart
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AGREX vs. BKRDX commentary
May 09, 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 AGREX is a Buy and BKRDX is a Buy.
FUNDAMENTALS
Fundamentals
BKRDX has more cash in the bank: 223M vs. AGREX (140M). BKRDX pays higher dividends than AGREX: BKRDX (2.81) vs AGREX (1.97). AGREX was incepted earlier than BKRDX: AGREX (20 years) vs BKRDX (10 years). AGREX (1.42) is less costly to investors than BKRDX (0.14). AGREX is a more actively managed with annual turnover of: 89.00 vs. BKRDX (20.00). AGREX has a lower initial minimum investment than BKRDX: AGREX (1000) vs BKRDX (5000000). AGREX annual gain was more profitable for investors over the last year : 7.58 vs. BKRDX (-6.40). BKRDX return over 5 years is better than : 13.18 vs. AGREX (5.62).
| AGREX | BKRDX | AGREX / BKRDX | |
| Total Expense Ratio | 1.42 | 0.14 | 1,014% |
| Annual Report Gross Expense Ratio | 1.42 | 0.14 | 1,014% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 3.949 | 4.243 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 223M | 63% |
| Annual Yield % from dividends | 1.97 | 2.81 | 70% |
| Returns for 1 year | 7.58 | -6.40 | -118% |
| Returns for 3 years | -9.69 | -11.07 | 88% |
| Returns for 5 years | 5.62 | 13.18 | 43% |
| Returns for 10 years | -12.52 | N/A | - |
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