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MGLJX vs SWASX
MGLJX vs SWASX Comparison
Open Charts MGLJX vs SWASX
MFS Global Real Estate R1
Price$15.88
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.17B
Schwab Global Real Estate
Price$6.76
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets288.59M
MGLJX vs SWASX Comparison Chart in %
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MGLJX vs. SWASX commentary
Dec 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 SWASX is a Buy.
FUNDAMENTALS
Fundamentals
MGLJX has more cash in the bank: 2.17B vs. SWASX (289M). SWASX pays higher dividends than MGLJX: SWASX (3.08) vs MGLJX (1.52). MGLJX was incepted earlier than SWASX: MGLJX (11 years) vs SWASX (19 years). MGLJX (1.95) is less costly to investors than SWASX (0.72). SWASX is a more actively managed with annual turnover of: 85.00 vs. MGLJX (35.00). MGLJX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 6.79 vs. MGLJX (-4.39). SWASX return over 5 years is better than : 14.29 vs. MGLJX (-4.81).
| MGLJX | SWASX | MGLJX / SWASX | |
| Total Expense Ratio | 1.94 | 0.72 | 269% |
| Annual Report Gross Expense Ratio | 1.95 | 0.72 | 271% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | -0.126 | 10.337 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 289M | 749% |
| Annual Yield % from dividends | 1.52 | 3.08 | 49% |
| Returns for 1 year | -4.39 | 6.79 | -65% |
| Returns for 3 years | -1.74 | 18.92 | -9% |
| Returns for 5 years | -4.81 | 14.29 | -34% |
| Returns for 10 years | 11.89 | 38.85 | 31% |
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