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MGLIX vs SWASX
MGLIX vs SWASX Comparison
Open Charts MGLIX vs SWASX
MFS Global Real Estate I
Price$16.84
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets2.26B
Schwab Global Real Estate
Price$6.75
Change+$0.04 (+0.60%)
VolumeN/A
Net Assets289.77M
MGLIX vs SWASX Comparison Chart in %
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MGLIX vs. SWASX commentary
Oct 19, 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 SWASX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.26B vs. SWASX (290M). SWASX pays higher dividends than MGLIX: SWASX (3.11) vs MGLIX (2.48). MGLIX was incepted earlier than SWASX: MGLIX (17 years) vs SWASX (18 years). MGLIX (0.95) is less costly to investors than SWASX (0.72). SWASX is a more actively managed with annual turnover of: 85.00 vs. MGLIX (48.00). MGLIX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 2.24 vs. MGLIX (-4.71). SWASX return over 5 years is better than : 23.36 vs. MGLIX (10.98).
| MGLIX | SWASX | MGLIX / SWASX | |
| Total Expense Ratio | 0.94 | 0.72 | 131% |
| Annual Report Gross Expense Ratio | 0.95 | 0.72 | 132% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 4.988 | 10.500 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 290M | 780% |
| Annual Yield % from dividends | 2.48 | 3.11 | 80% |
| Returns for 1 year | -4.71 | 2.24 | -210% |
| Returns for 3 years | 15.95 | 29.64 | 54% |
| Returns for 5 years | 10.98 | 23.36 | 47% |
| Returns for 10 years | 32.94 | 34.38 | 96% |
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