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BKRDX vs SWASX
BKRDX vs SWASX Comparison
Open Charts BKRDX vs SWASX
iShares Developed Real Estate Idx K
Price$10.42
Change-$0.07 (-0.67%)
VolumeN/A
CapitalizationN/A
Schwab Global Real Estate
Price$6.92
Change-$0.06 (-0.86%)
VolumeN/A
CapitalizationN/A
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BKRDX vs SWASX Comparison Chart
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BKRDX vs. SWASX 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 Buy and SWASX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKRDX has more cash in the bank: 3.09B vs. SWASX (325M). SWASX pays higher dividends than BKRDX: SWASX (3.36) vs BKRDX (3.10). BKRDX was incepted earlier than SWASX: BKRDX (9 years) vs SWASX (17 years). SWASX is a more actively managed with annual turnover of: 88.00 vs. BKRDX (3.00). SWASX has a lower initial minimum investment than BKRDX: SWASX (0) vs BKRDX (5000000). BKRDX annual gain was more profitable for investors over the last year : 23.20 vs. SWASX (19.89). BKRDX return over 5 years is better than : 10.34 vs. SWASX (1.72).
| BKRDX | SWASX | BKRDX / SWASX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 11.610 | 10.564 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 325M | 950% |
| Annual Yield % from dividends | 3.10 | 3.36 | 92% |
| Returns for 1 year | 23.20 | 19.89 | 117% |
| Returns for 3 years | -0.97 | -3.27 | 30% |
| Returns for 5 years | 10.34 | 1.72 | 601% |
| Returns for 10 years | N/A | 41.86 | - |
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