Interact to see
Advertisement
Advertisement
BKRDX vs SWASX
BKRDX vs SWASX Comparison
Open Charts BKRDX vs SWASX
iShares Developed Real Estate Idx K
Price$8.54
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets250.91M
Schwab Global Real Estate
Price$6.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets291.8M
BKRDX vs SWASX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKRDX vs. SWASX commentary
Sep 01, 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 SWASX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SWASX has more cash in the bank: 292M vs. BKRDX (251M). SWASX pays higher dividends than BKRDX: SWASX (3.19) vs BKRDX (2.57). BKRDX was incepted earlier than SWASX: BKRDX (10 years) vs SWASX (18 years). SWASX (0.72) is less costly to investors than BKRDX (0.14). SWASX is a more actively managed with annual turnover of: 85.00 vs. BKRDX (20.00). SWASX has a lower initial minimum investment than BKRDX: SWASX (0) vs BKRDX (5000000). SWASX annual gain was more profitable for investors over the last year : 4.91 vs. BKRDX (-12.81). SWASX return over 5 years is better than : 19.50 vs. BKRDX (8.09).
| BKRDX | SWASX | BKRDX / SWASX | |
| Total Expense Ratio | 0.14 | 0.72 | 19% |
| Annual Report Gross Expense Ratio | 0.14 | 0.72 | 19% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 9.995 | 10.402 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 292M | 86% |
| Annual Yield % from dividends | 2.57 | 3.19 | 81% |
| Returns for 1 year | -12.81 | 4.91 | -261% |
| Returns for 3 years | -2.86 | 13.39 | -21% |
| Returns for 5 years | 8.09 | 19.50 | 41% |
| Returns for 10 years | 31.06 | 48.07 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement