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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.70
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.31B
Schwab Fundamental Global Real Estt Idx
Price$9.82
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets77.55M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX commentary
Jul 07, 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 MGLMX is a Hold and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.31B vs. SFREX (77.5M). SFREX pays higher dividends than MGLMX: SFREX (3.53) vs MGLMX (2.51). MGLMX was incepted earlier than SFREX: MGLMX (11 years) vs SFREX (11 years). MGLMX (0.95) is less costly to investors than SFREX (0.39). MGLMX is a more actively managed with annual turnover of: 48.00 vs. SFREX (26.00). MGLMX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 17.31 vs. MGLMX (5.51). SFREX return over 5 years is better than : 21.44 vs. MGLMX (15.02).
| MGLMX | SFREX | MGLMX / SFREX | |
| Total Expense Ratio | 0.94 | 0.39 | 241% |
| Annual Report Gross Expense Ratio | 0.95 | 0.39 | 244% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 3.985 | 8.651 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 77.5M | 2,985% |
| Annual Yield % from dividends | 2.51 | 3.53 | 71% |
| Returns for 1 year | 5.51 | 17.31 | 32% |
| Returns for 3 years | -1.13 | 7.90 | -14% |
| Returns for 5 years | 15.02 | 21.44 | 70% |
| Returns for 10 years | 25.85 | 33.13 | 78% |
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