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MGLIX vs SFREX
MGLIX vs SFREX Comparison
Open Charts MGLIX vs SFREX
MFS Global Real Estate I
Price$16.48
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets2.22B
Schwab Fundamental Global Real Estt Idx
Price$10.26
Change+$0.11 (+1.08%)
VolumeN/A
Net Assets74.13M
MGLIX vs SFREX Comparison Chart in %
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MGLIX vs. SFREX commentary
Jan 16, 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 MGLIX is a Hold and SFREX is a Hold.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.22B vs. SFREX (74.1M). SFREX pays higher dividends than MGLIX: SFREX (3.51) vs MGLIX (3.24). 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: 35.00 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 : 18.59 vs. MGLIX (8.06). SFREX return over 5 years is better than : 15.81 vs. MGLIX (3.97).
| 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 | 2.424 | 4.374 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 74.1M | 2,996% |
| Annual Yield % from dividends | 3.24 | 3.51 | 92% |
| Returns for 1 year | 8.06 | 18.59 | 43% |
| Returns for 3 years | 8.05 | 17.29 | 47% |
| Returns for 5 years | 3.97 | 15.81 | 25% |
| Returns for 10 years | 52.50 | 54.22 | 97% |
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