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MGLKX vs SFREX
MGLKX vs SFREX Comparison
Open Charts MGLKX vs SFREX
MFS Global Real Estate R2
Price$16.49
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets2.21B
Schwab Fundamental Global Real Estt Idx
Price$10.30
Change+$0.32 (+3.21%)
VolumeN/A
Net Assets74.55M
MGLKX vs SFREX Comparison Chart in %
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MGLKX vs. SFREX commentary
Feb 05, 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 MGLKX is a Buy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLKX has more cash in the bank: 2.21B vs. SFREX (74.6M). SFREX pays higher dividends than MGLKX: SFREX (3.32) vs MGLKX (2.66). MGLKX was incepted earlier than SFREX: MGLKX (11 years) vs SFREX (11 years). MGLKX (1.44) is less costly to investors than SFREX (0.39). MGLKX is a more actively managed with annual turnover of: 35.00 vs. SFREX (26.00). MGLKX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 16.32 vs. MGLKX (5.05). SFREX return over 5 years is better than : 14.84 vs. MGLKX (-1.35).
| MGLKX | SFREX | MGLKX / SFREX | |
| Total Expense Ratio | 1.43 | 0.39 | 367% |
| Annual Report Gross Expense Ratio | 1.44 | 0.39 | 369% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.042 | 4.781 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 74.6M | 2,957% |
| Annual Yield % from dividends | 2.66 | 3.32 | 80% |
| Returns for 1 year | 5.05 | 16.32 | 31% |
| Returns for 3 years | 1.84 | 15.03 | 12% |
| Returns for 5 years | -1.35 | 14.84 | -9% |
| Returns for 10 years | 35.50 | 52.99 | 67% |
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