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MGLMX vs SWASX
MGLMX vs SWASX Comparison
Open Charts MGLMX vs SWASX
MFS Global Real Estate R4
Price$16.52
Change-$0.16 (-0.96%)
VolumeN/A
Net Assets2.21B
Schwab Global Real Estate
Price$6.76
Change-$0.07 (-1.02%)
VolumeN/A
Net Assets294.51M
MGLMX vs SWASX Comparison Chart in %
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MGLMX vs. SWASX 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 Hold and SWASX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.21B vs. SWASX (295M). SWASX pays higher dividends than MGLMX: SWASX (3.17) vs MGLMX (2.51). MGLMX was incepted earlier than SWASX: MGLMX (11 years) vs SWASX (18 years). MGLMX (0.95) is less costly to investors than SWASX (0.72). SWASX is a more actively managed with annual turnover of: 85.00 vs. MGLMX (48.00). MGLMX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 6.78 vs. MGLMX (-2.42). SWASX return over 5 years is better than : 15.63 vs. MGLMX (2.80).
| MGLMX | SWASX | MGLMX / SWASX | |
| Total Expense Ratio | 0.94 | 0.72 | 131% |
| Annual Report Gross Expense Ratio | 0.95 | 0.72 | 132% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 2.864 | 10.664 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 295M | 748% |
| Annual Yield % from dividends | 2.51 | 3.17 | 79% |
| Returns for 1 year | -2.42 | 6.78 | -36% |
| Returns for 3 years | 4.47 | 21.60 | 21% |
| Returns for 5 years | 2.80 | 15.63 | 18% |
| Returns for 10 years | 26.23 | 39.26 | 67% |
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