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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.52
Change-$0.16 (-0.96%)
VolumeN/A
Net Assets2.21B
Schwab Fundamental Global Real Estt Idx
Price$10.02
Change-$0.09 (-0.89%)
VolumeN/A
Net Assets78.58M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX commentary
Nov 14, 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 StrongBuy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.21B vs. SFREX (78.6M). SFREX pays higher dividends than MGLMX: SFREX (3.33) vs MGLMX (2.51). 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 : 6.78 vs. MGLMX (-1.48). SFREX return over 5 years is better than : 16.36 vs. MGLMX (3.80).
| 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 | 3.861 | 12.704 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 78.6M | 2,807% |
| Annual Yield % from dividends | 2.51 | 3.33 | 76% |
| Returns for 1 year | -1.48 | 6.78 | -22% |
| Returns for 3 years | 3.61 | 20.05 | 18% |
| Returns for 5 years | 3.80 | 16.36 | 23% |
| Returns for 10 years | 28.52 | 42.94 | 66% |
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