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BARDX vs MGLMX
BARDX vs MGLMX Comparison
Open Charts BARDX vs MGLMX
iShares Developed Real Estate Idx Inv A
Price$8.16
Change+$0.04 (+0.49%)
VolumeN/A
Net Assets260.12M
MFS Global Real Estate R4
Price$16.17
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.2B
BARDX vs MGLMX Comparison Chart in %
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BARDX vs. MGLMX commentary
Dec 27, 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 BARDX is a StrongBuy and MGLMX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.2B vs. BARDX (260M). MGLMX pays higher dividends than BARDX: MGLMX (2.48) vs BARDX (2.20). BARDX was incepted earlier than MGLMX: BARDX (10 years) vs MGLMX (11 years). MGLMX (0.95) is less costly to investors than BARDX (0.57). MGLMX is a more actively managed with annual turnover of: 35.00 vs. BARDX (20.00). MGLMX has a lower initial minimum investment than BARDX: MGLMX (0) vs BARDX (1000). BARDX annual gain was more profitable for investors over the last year : 5.22 vs. MGLMX (0.25). MGLMX return over 5 years is better than : -1.25 vs. BARDX (-4.82).
| BARDX | MGLMX | BARDX / MGLMX | |
| Total Expense Ratio | 0.49 | 0.94 | 52% |
| Annual Report Gross Expense Ratio | 0.57 | 0.95 | 60% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 5.757 | 0.685 | 841% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 2.2B | 12% |
| Annual Yield % from dividends | 2.20 | 2.48 | 89% |
| Returns for 1 year | 5.22 | 0.25 | 2,107% |
| Returns for 3 years | -0.58 | 8.96 | -6% |
| Returns for 5 years | -4.82 | -1.25 | 385% |
| Returns for 10 years | 13.46 | 28.00 | 48% |
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