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MGLJX vs SFREX
MGLJX vs SFREX Comparison
Open Charts MGLJX vs SFREX
MFS Global Real Estate R1
Price$16.32
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.2B
Schwab Fundamental Global Real Estt Idx
Price$10.03
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets72.71M
MGLJX vs SFREX Comparison Chart in %
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MGLJX vs. SFREX commentary
Dec 04, 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 Buy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLJX has more cash in the bank: 2.2B vs. SFREX (72.7M). SFREX pays higher dividends than MGLJX: SFREX (3.23) vs MGLJX (1.52). 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 : 5.18 vs. MGLJX (-4.30). SFREX return over 5 years is better than : 11.41 vs. MGLJX (-2.58).
| 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 | 2.514 | 12.035 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 72.7M | 3,023% |
| Annual Yield % from dividends | 1.52 | 3.23 | 47% |
| Returns for 1 year | -4.30 | 5.18 | -83% |
| Returns for 3 years | -0.23 | 16.71 | -1% |
| Returns for 5 years | -2.58 | 11.41 | -23% |
| Returns for 10 years | 12.73 | 37.69 | 34% |
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