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BKRDX vs FWRTX
BKRDX vs FWRTX Comparison
Open Charts BKRDX vs FWRTX
iShares Developed Real Estate Idx K
Price$10.42
Change-$0.07 (-0.67%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Global Real Estate M
Price$11.74
Change-$0.09 (-0.76%)
VolumeN/A
CapitalizationN/A
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BKRDX vs FWRTX Comparison Chart
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BKRDX vs. FWRTX 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 StrongSell and FWRTX is a StrongSell.
FUNDAMENTALS
Fundamentals
BKRDX has more cash in the bank: 3.09B vs. FWRTX (6.57M). BKRDX pays higher dividends than FWRTX: BKRDX (3.10) vs FWRTX (2.13). BKRDX was incepted earlier than FWRTX: BKRDX (9 years) vs FWRTX (8 years). FWRTX is a more actively managed with annual turnover of: 84.00 vs. BKRDX (3.00). FWRTX has a lower initial minimum investment than BKRDX: FWRTX (0) vs BKRDX (5000000). FWRTX (26.26) and BKRDX (26.25) have marching annual gain over last year. FWRTX return over 5 years is better than : 12.11 vs. BKRDX (10.24).
| BKRDX | FWRTX | BKRDX / FWRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 11.503 | 11.491 | 100% |
| 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 | 2.13 | 146% |
| Returns for 1 year | 26.25 | 26.26 | 100% |
| Returns for 3 years | -0.45 | -1.00 | 46% |
| Returns for 5 years | 10.24 | 12.11 | 85% |
| Returns for 10 years | N/A | N/A | - |
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