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BKRDX vs FWRIX
BKRDX vs FWRIX Comparison
Open Charts BKRDX vs FWRIX
iShares Developed Real Estate Idx K
Price$8.17
Change+$0.06 (+0.74%)
VolumeN/A
Net Assets222.96M
Fidelity Advisor Global Real Estate I
Price$10.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.36M
BKRDX vs FWRIX Comparison Chart
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BKRDX vs. FWRIX commentary
May 11, 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 FWRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKRDX has more cash in the bank: 223M vs. FWRIX (5.36M). BKRDX pays higher dividends than FWRIX: BKRDX (2.81) vs FWRIX (2.62). BKRDX was incepted earlier than FWRIX: BKRDX (10 years) vs FWRIX (9 years). FWRIX (3.72) is less costly to investors than BKRDX (0.14). FWRIX is a more actively managed with annual turnover of: 32.00 vs. BKRDX (20.00). FWRIX has a lower initial minimum investment than BKRDX: FWRIX (0) vs BKRDX (5000000). FWRIX annual gain was more profitable for investors over the last year : 7.80 vs. BKRDX (-7.74). FWRIX return over 5 years is better than : 33.29 vs. BKRDX (13.18).
| BKRDX | FWRIX | BKRDX / FWRIX | |
| Total Expense Ratio | 0.14 | 0.95 | 15% |
| Annual Report Gross Expense Ratio | 0.14 | 3.72 | 4% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 4.243 | 3.443 | 123% |
| Front Load | N/A | N/A | - |
| 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 | 2.62 | 107% |
| Returns for 1 year | -7.74 | 7.80 | -99% |
| Returns for 3 years | -10.08 | 5.38 | -187% |
| Returns for 5 years | 13.18 | 33.29 | 40% |
| Returns for 10 years | N/A | N/A | - |
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