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MGLIX vs SFREX
MGLIX vs SFREX Comparison
Open Charts MGLIX vs SFREX
MFS Global Real Estate I
Price$16.84
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets2.26B
Schwab Fundamental Global Real Estt Idx
Price$10.10
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets79.66M
MGLIX vs SFREX Comparison Chart in %
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MGLIX vs. SFREX commentary
Oct 18, 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 MGLIX is a Hold and SFREX is a Hold.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.26B vs. SFREX (79.7M). SFREX pays higher dividends than MGLIX: SFREX (3.20) vs MGLIX (2.48). MGLIX was incepted earlier than SFREX: MGLIX (17 years) vs SFREX (11 years). MGLIX (0.95) is less costly to investors than SFREX (0.39). MGLIX is a more actively managed with annual turnover of: 48.00 vs. SFREX (26.00). MGLIX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 3.71 vs. MGLIX (-4.71). SFREX return over 5 years is better than : 28.34 vs. MGLIX (10.98).
| MGLIX | SFREX | MGLIX / SFREX | |
| Total Expense Ratio | 0.94 | 0.39 | 241% |
| Annual Report Gross Expense Ratio | 0.95 | 0.39 | 244% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 4.988 | 12.592 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 79.7M | 2,838% |
| Annual Yield % from dividends | 2.48 | 3.20 | 77% |
| Returns for 1 year | -4.71 | 3.71 | -127% |
| Returns for 3 years | 15.95 | 30.08 | 53% |
| Returns for 5 years | 10.98 | 28.34 | 39% |
| Returns for 10 years | 32.94 | 35.80 | 92% |
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