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MGLRX vs SFREX
MGLRX vs SFREX Comparison
Open Charts MGLRX vs SFREX
MFS Global Real Estate R6
Price$16.74
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.31B
Schwab Fundamental Global Real Estt Idx
Price$9.82
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets77.55M
MGLRX vs SFREX Comparison Chart in %
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MGLRX vs. SFREX commentary
Jul 07, 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 MGLRX is a Hold and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLRX has more cash in the bank: 2.31B vs. SFREX (77.5M). SFREX pays higher dividends than MGLRX: SFREX (3.53) vs MGLRX (2.59). MGLRX was incepted earlier than SFREX: MGLRX (13 years) vs SFREX (11 years). MGLRX (0.86) is less costly to investors than SFREX (0.39). MGLRX is a more actively managed with annual turnover of: 48.00 vs. SFREX (26.00). MGLRX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 17.31 vs. MGLRX (5.65). SFREX return over 5 years is better than : 21.44 vs. MGLRX (14.79).
| MGLRX | SFREX | MGLRX / SFREX | |
| Total Expense Ratio | 0.85 | 0.39 | 218% |
| Annual Report Gross Expense Ratio | 0.86 | 0.39 | 221% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 4.104 | 8.651 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 77.5M | 2,985% |
| Annual Yield % from dividends | 2.59 | 3.53 | 73% |
| Returns for 1 year | 5.65 | 17.31 | 33% |
| Returns for 3 years | -1.47 | 7.90 | -19% |
| Returns for 5 years | 14.79 | 21.44 | 69% |
| Returns for 10 years | 35.48 | 33.13 | 107% |
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