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BKRDX vs JERSX
BKRDX vs JERSX Comparison
Open Charts BKRDX vs JERSX
iShares Developed Real Estate Idx K
Price$8.17
Change+$0.06 (+0.74%)
VolumeN/A
Net Assets222.96M
Janus Henderson Global Real Estate S
Price$11.60
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets281.96M
BKRDX vs JERSX Comparison Chart
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BKRDX vs. JERSX 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 JERSX is a Buy.
FUNDAMENTALS
Fundamentals
JERSX has more cash in the bank: 282M vs. BKRDX (223M). BKRDX pays higher dividends than JERSX: BKRDX (2.81) vs JERSX (2.19). BKRDX was incepted earlier than JERSX: BKRDX (10 years) vs JERSX (17 years). JERSX (1.16) is less costly to investors than BKRDX (0.14). JERSX is a more actively managed with annual turnover of: 87.00 vs. BKRDX (20.00). JERSX has a lower initial minimum investment than BKRDX: JERSX (2500) vs BKRDX (5000000). JERSX annual gain was more profitable for investors over the last year : 6.13 vs. BKRDX (-7.74). JERSX return over 5 years is better than : 16.12 vs. BKRDX (13.18).
| BKRDX | JERSX | BKRDX / JERSX | |
| Total Expense Ratio | 0.14 | 1.16 | 12% |
| Annual Report Gross Expense Ratio | 0.14 | 1.16 | 12% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 4.243 | 2.746 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 282M | 79% |
| Annual Yield % from dividends | 2.81 | 2.19 | 129% |
| Returns for 1 year | -7.74 | 6.13 | -126% |
| Returns for 3 years | -10.08 | -0.62 | 1,617% |
| Returns for 5 years | 13.18 | 16.12 | 82% |
| Returns for 10 years | N/A | 29.71 | - |
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