Interact to see
Advertisement
Advertisement
BARDX vs MGLMX
BARDX vs MGLMX Comparison
Open Charts BARDX vs MGLMX
iShares Developed Real Estate Idx Inv A
Price$8.41
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets283.71M
MFS Global Real Estate R4
Price$16.46
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets2.21B
BARDX vs MGLMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BARDX vs. MGLMX commentary
Feb 04, 2026
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 Buy and MGLMX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.21B vs. BARDX (284M). BARDX pays higher dividends than MGLMX: BARDX (4.36) vs MGLMX (3.15). BARDX was incepted earlier than MGLMX: BARDX (10 years) vs MGLMX (11 years). MGLMX (0.94) 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 : 10.05 vs. MGLMX (5.63). MGLMX return over 5 years is better than : 1.24 vs. BARDX (-2.12).
| BARDX | MGLMX | BARDX / MGLMX | |
| Total Expense Ratio | 0.49 | 0.93 | 53% |
| Annual Report Gross Expense Ratio | 0.57 | 0.94 | 61% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 3.317 | 2.173 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 2.21B | 13% |
| Annual Yield % from dividends | 4.36 | 3.15 | 139% |
| Returns for 1 year | 10.05 | 5.63 | 179% |
| Returns for 3 years | -5.15 | 3.44 | -150% |
| Returns for 5 years | -2.12 | 1.24 | -172% |
| Returns for 10 years | 26.44 | 42.56 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement