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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.64
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets2.22B
Schwab Fundamental Global Real Estt Idx
Price$9.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets78.86M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX commentary
Jul 27, 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: 2.22B vs. SFREX (78.9M). 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 : 15.61 vs. MGLMX (2.42). SFREX return over 5 years is better than : 28.68 vs. MGLMX (15.05).
| 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 | 3.611 | 10.532 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 78.9M | 2,807% |
| Annual Yield % from dividends | 2.51 | 3.53 | 71% |
| Returns for 1 year | 2.42 | 15.61 | 15% |
| Returns for 3 years | -3.45 | 9.99 | -34% |
| Returns for 5 years | 15.05 | 28.68 | 52% |
| Returns for 10 years | 23.15 | 33.84 | 68% |
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