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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.87
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets2.26B
Schwab Fundamental Global Real Estt Idx
Price$10.10
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets79.66M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.26B vs. SFREX (79.7M). SFREX pays higher dividends than MGLMX: SFREX (3.20) vs MGLMX (2.48). 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 : 3.71 vs. MGLMX (-4.70). SFREX return over 5 years is better than : 28.34 vs. MGLMX (11.08).
| 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 | 5.044 | 12.592 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 79.7M | 2,838% |
| Annual Yield % from dividends | 2.48 | 3.20 | 77% |
| Returns for 1 year | -4.70 | 3.71 | -127% |
| Returns for 3 years | 16.05 | 30.08 | 53% |
| Returns for 5 years | 11.08 | 28.34 | 39% |
| Returns for 10 years | 24.52 | 35.80 | 68% |
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