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BKRDX vs JAREX
BKRDX vs JAREX Comparison
Open Charts BKRDX vs JAREX
iShares Developed Real Estate Idx K
Price$8.11
Change-$0.06 (-0.73%)
VolumeN/A
Net Assets222.9M
Easterly Global Real Estate A
Price$14.09
Change-$0.13 (-0.91%)
VolumeN/A
Net Assets263.33M
BKRDX vs JAREX Comparison Chart
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BKRDX vs. JAREX 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 JAREX is a Buy.
FUNDAMENTALS
Fundamentals
JAREX has more cash in the bank: 263M vs. BKRDX (223M). BKRDX (2.81) and JAREX (2.78) have matching dividends . BKRDX was incepted earlier than JAREX: BKRDX (10 years) vs JAREX (16 years). JAREX (1.46) is less costly to investors than BKRDX (0.14). JAREX is a more actively managed with annual turnover of: 141.00 vs. BKRDX (20.00). JAREX has a lower initial minimum investment than BKRDX: JAREX (2500) vs BKRDX (5000000). JAREX annual gain was more profitable for investors over the last year : 12.75 vs. BKRDX (-6.40). BKRDX return over 5 years is better than : 13.18 vs. JAREX (10.20).
| BKRDX | JAREX | BKRDX / JAREX | |
| Total Expense Ratio | 0.14 | 1.46 | 10% |
| Annual Report Gross Expense Ratio | 0.14 | 1.46 | 10% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 4.243 | 7.434 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 263M | 85% |
| Annual Yield % from dividends | 2.81 | 2.78 | 101% |
| Returns for 1 year | -6.40 | 12.75 | -50% |
| Returns for 3 years | -11.07 | -2.12 | 522% |
| Returns for 5 years | 13.18 | 10.20 | 129% |
| Returns for 10 years | N/A | -12.79 | - |
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