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MGLJX vs SFREX
MGLJX vs SFREX Comparison
Open Charts MGLJX vs SFREX
MFS Global Real Estate R1
Price$16.22
Change-$0.16 (-0.98%)
VolumeN/A
Net Assets2.21B
Schwab Fundamental Global Real Estt Idx
Price$10.02
Change-$0.09 (-0.89%)
VolumeN/A
Net Assets78.58M
MGLJX vs SFREX Comparison Chart in %
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MGLJX vs. SFREX commentary
Nov 14, 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 MGLJX is a StrongBuy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLJX has more cash in the bank: 2.21B vs. SFREX (78.6M). SFREX pays higher dividends than MGLJX: SFREX (3.33) vs MGLJX (1.54). MGLJX was incepted earlier than SFREX: MGLJX (11 years) vs SFREX (11 years). MGLJX (1.95) is less costly to investors than SFREX (0.39). MGLJX is a more actively managed with annual turnover of: 48.00 vs. SFREX (26.00). MGLJX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 6.78 vs. MGLJX (-2.43). SFREX return over 5 years is better than : 16.36 vs. MGLJX (-1.36).
| MGLJX | SFREX | MGLJX / SFREX | |
| Total Expense Ratio | 1.94 | 0.39 | 497% |
| Annual Report Gross Expense Ratio | 1.95 | 0.39 | 500% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.954 | 12.704 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 78.6M | 2,807% |
| Annual Yield % from dividends | 1.54 | 3.33 | 46% |
| Returns for 1 year | -2.43 | 6.78 | -36% |
| Returns for 3 years | 0.50 | 20.05 | 2% |
| Returns for 5 years | -1.36 | 16.36 | -8% |
| Returns for 10 years | 16.31 | 42.94 | 38% |
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