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BKRDX vs FWRAX
BKRDX vs FWRAX Comparison
Open Charts BKRDX vs FWRAX
iShares Developed Real Estate Idx K
Price$10.42
Change-$0.07 (-0.67%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Global Real Estate A
Price$11.78
Change-$0.09 (-0.76%)
VolumeN/A
CapitalizationN/A
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BKRDX vs FWRAX Comparison Chart
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BKRDX vs. FWRAX commentary
Sep 21, 2024
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 BKRDX is a Buy and FWRAX is a Buy.
FUNDAMENTALS
Fundamentals
BKRDX has more cash in the bank: 3.09B vs. FWRAX (6.57M). BKRDX pays higher dividends than FWRAX: BKRDX (3.10) vs FWRAX (2.34). BKRDX was incepted earlier than FWRAX: BKRDX (9 years) vs FWRAX (8 years). FWRAX is a more actively managed with annual turnover of: 84.00 vs. BKRDX (3.00). FWRAX has a lower initial minimum investment than BKRDX: FWRAX (0) vs BKRDX (5000000). FWRAX (24.06) and BKRDX (23.20) have marching annual gain over last year. FWRAX return over 5 years is better than : 13.63 vs. BKRDX (10.34).
| BKRDX | FWRAX | BKRDX / FWRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 11.610 | 11.860 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 6.57M | 46,979% |
| Annual Yield % from dividends | 3.10 | 2.34 | 132% |
| Returns for 1 year | 23.20 | 24.06 | 96% |
| Returns for 3 years | -0.97 | -0.45 | 213% |
| Returns for 5 years | 10.34 | 13.63 | 76% |
| Returns for 10 years | N/A | N/A | - |
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