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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.18
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.2B
Schwab Fundamental Global Real Estt Idx
Price$9.90
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets71.92M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX commentary
Dec 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 Buy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.21B vs. SFREX (71.9M). 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: 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 : 9.41 vs. MGLMX (0.06). SFREX return over 5 years is better than : 11.67 vs. MGLMX (-1.19).
| 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 | 0.747 | 10.363 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 71.9M | 3,067% |
| Annual Yield % from dividends | 2.48 | 3.23 | 77% |
| Returns for 1 year | 0.06 | 9.41 | 1% |
| Returns for 3 years | 9.09 | 18.00 | 51% |
| Returns for 5 years | -1.19 | 11.67 | -10% |
| Returns for 10 years | 26.82 | 33.65 | 80% |