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BKRDX vs TAREX
BKRDX vs TAREX Comparison
Open Charts BKRDX vs TAREX
iShares Developed Real Estate Idx K
Price$8.54
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets250.91M
Third Avenue Real Estate Value Instl
Price$26.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets366.2M
BKRDX vs TAREX Comparison Chart in %
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BKRDX vs. TAREX 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 TAREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TAREX has more cash in the bank: 366M vs. BKRDX (251M). BKRDX pays higher dividends than TAREX: BKRDX (2.57) vs TAREX (0.68). BKRDX was incepted earlier than TAREX: BKRDX (10 years) vs TAREX (27 years). TAREX (1.17) is less costly to investors than BKRDX (0.14). BKRDX is a more actively managed with annual turnover of: 20.00 vs. TAREX (5.00). TAREX has a lower initial minimum investment than BKRDX: TAREX (10000) vs BKRDX (5000000). TAREX annual gain was more profitable for investors over the last year : 13.36 vs. BKRDX (-12.81). TAREX return over 5 years is better than : 27.48 vs. BKRDX (8.09).
| BKRDX | TAREX | BKRDX / TAREX | |
| Total Expense Ratio | 0.14 | 1.15 | 12% |
| Annual Report Gross Expense Ratio | 0.14 | 1.17 | 12% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 9.995 | 13.153 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 10000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 366M | 69% |
| Annual Yield % from dividends | 2.57 | 0.68 | 376% |
| Returns for 1 year | -12.81 | 13.36 | -96% |
| Returns for 3 years | -2.86 | 24.99 | -11% |
| Returns for 5 years | 8.09 | 27.48 | 29% |
| Returns for 10 years | 31.06 | -2.21 | -1,408% |
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