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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.43
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.19B
Schwab Fundamental Global Real Estt Idx
Price$10.05
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets78.88M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX commentary
Aug 17, 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: 2.19B vs. SFREX (78.9M). SFREX pays higher dividends than MGLMX: SFREX (3.51) vs MGLMX (2.57). 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 : 13.02 vs. MGLMX (-3.01). SFREX return over 5 years is better than : 24.02 vs. MGLMX (8.98).
| 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 | 2.304 | 11.195 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 78.9M | 2,772% |
| Annual Yield % from dividends | 2.57 | 3.51 | 73% |
| Returns for 1 year | -3.01 | 13.02 | -23% |
| Returns for 3 years | -9.90 | 6.02 | -164% |
| Returns for 5 years | 8.98 | 24.02 | 37% |
| Returns for 10 years | 21.15 | 33.98 | 62% |
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