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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.51
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets2.22B
Schwab Fundamental Global Real Estt Idx
Price$10.26
Change+$0.11 (+1.08%)
VolumeN/A
Net Assets74.13M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX commentary
Jan 16, 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 MGLMX is a Hold and SFREX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.22B vs. SFREX (74.1M). SFREX pays higher dividends than MGLMX: SFREX (3.51) vs MGLMX (3.22). 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: 35.00 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 : 18.59 vs. MGLMX (8.03). SFREX return over 5 years is better than : 15.81 vs. MGLMX (4.04).
| 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 | 2.483 | 4.374 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 74.1M | 2,996% |
| Annual Yield % from dividends | 3.22 | 3.51 | 92% |
| Returns for 1 year | 8.03 | 18.59 | 43% |
| Returns for 3 years | 8.10 | 17.29 | 47% |
| Returns for 5 years | 4.04 | 15.81 | 26% |
| Returns for 10 years | 45.37 | 54.22 | 84% |
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