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BKRDX vs FWRAX
BKRDX vs FWRAX Comparison
Open Charts BKRDX vs FWRAX
iShares Developed Real Estate Idx K
Price$8.11
Change-$0.06 (-0.73%)
VolumeN/A
Net Assets222.9M
Fidelity Advisor Global Real Estate A
Price$10.62
Change-$0.29 (-2.66%)
VolumeN/A
Net Assets5.36M
BKRDX vs FWRAX Comparison Chart
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BKRDX vs. FWRAX 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 BKRDX is a Buy and FWRAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKRDX has more cash in the bank: 223M vs. FWRAX (5.36M). BKRDX pays higher dividends than FWRAX: BKRDX (2.81) vs FWRAX (2.30). BKRDX was incepted earlier than FWRAX: BKRDX (10 years) vs FWRAX (9 years). FWRAX (4.04) is less costly to investors than BKRDX (0.14). FWRAX is a more actively managed with annual turnover of: 32.00 vs. BKRDX (20.00). FWRAX has a lower initial minimum investment than BKRDX: FWRAX (0) vs BKRDX (5000000). FWRAX annual gain was more profitable for investors over the last year : 10.78 vs. BKRDX (-6.40). FWRAX return over 5 years is better than : 34.93 vs. BKRDX (13.18).
| BKRDX | FWRAX | BKRDX / FWRAX | |
| Total Expense Ratio | 0.14 | 1.20 | 12% |
| Annual Report Gross Expense Ratio | 0.14 | 4.04 | 3% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 4.243 | 6.019 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 5.36M | 4,158% |
| Annual Yield % from dividends | 2.81 | 2.30 | 122% |
| Returns for 1 year | -6.40 | 10.78 | -59% |
| Returns for 3 years | -11.07 | 1.99 | -557% |
| Returns for 5 years | 13.18 | 34.93 | 38% |
| Returns for 10 years | N/A | N/A | - |
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