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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.63
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.2B
Schwab Fundamental Global Real Estt Idx
Price$10.03
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets72.71M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX commentary
Dec 04, 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 Buy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.2B vs. SFREX (72.7M). SFREX pays higher dividends than MGLMX: SFREX (3.23) 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 : 5.18 vs. MGLMX (-3.40). SFREX return over 5 years is better than : 11.41 vs. MGLMX (2.47).
| 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 | 3.425 | 12.035 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 72.7M | 3,023% |
| Annual Yield % from dividends | 2.48 | 3.23 | 77% |
| Returns for 1 year | -3.40 | 5.18 | -66% |
| Returns for 3 years | 2.87 | 16.71 | 17% |
| Returns for 5 years | 2.47 | 11.41 | 22% |
| Returns for 10 years | 24.59 | 37.69 | 65% |
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