Interact to see
Advertisement
Advertisement
MGLJX vs SFREX
MGLJX vs SFREX Comparison
Open Charts MGLJX vs SFREX
MFS Global Real Estate R1
Price$16.35
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
MGLJX vs SFREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MGLJX 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 MGLJX is a Hold and SFREX is a Hold.
FUNDAMENTALS
Fundamentals
MGLJX has more cash in the bank: 2.22B vs. SFREX (74.1M). SFREX pays higher dividends than MGLJX: SFREX (3.51) vs MGLJX (2.17). 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: 35.00 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 : 18.59 vs. MGLJX (6.97). SFREX return over 5 years is better than : 15.81 vs. MGLJX (-1.17).
| 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 | 2.379 | 4.374 | 54% |
| 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 | 2.17 | 3.51 | 62% |
| Returns for 1 year | 6.97 | 18.59 | 38% |
| Returns for 3 years | 4.84 | 17.29 | 28% |
| Returns for 5 years | -1.17 | 15.81 | -7% |
| Returns for 10 years | 31.43 | 54.22 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement