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MGLJX vs SWASX
MGLJX vs SWASX Comparison
Open Charts MGLJX vs SWASX
MFS Global Real Estate R1
Price$16.22
Change-$0.16 (-0.98%)
VolumeN/A
Net Assets2.21B
Schwab Global Real Estate
Price$6.76
Change-$0.07 (-1.02%)
VolumeN/A
Net Assets294.51M
MGLJX vs SWASX Comparison Chart in %
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MGLJX vs. SWASX 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 Hold and SWASX is a Hold.
FUNDAMENTALS
Fundamentals
MGLJX has more cash in the bank: 2.21B vs. SWASX (295M). SWASX pays higher dividends than MGLJX: SWASX (3.17) vs MGLJX (1.54). MGLJX was incepted earlier than SWASX: MGLJX (11 years) vs SWASX (18 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 (48.00). MGLJX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 6.78 vs. MGLJX (-3.44). SWASX return over 5 years is better than : 15.63 vs. MGLJX (-2.32).
| 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 | 18 years | - |
| Gain YTD | 1.948 | 10.664 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 295M | 748% |
| Annual Yield % from dividends | 1.54 | 3.17 | 49% |
| Returns for 1 year | -3.44 | 6.78 | -51% |
| Returns for 3 years | 1.28 | 21.60 | 6% |
| Returns for 5 years | -2.32 | 15.63 | -15% |
| Returns for 10 years | 14.21 | 39.26 | 36% |
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