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MGLRX vs SWASX
MGLRX vs SWASX Comparison
Open Charts MGLRX vs SWASX
MFS Global Real Estate R6
Price$16.67
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets2.22B
Schwab Global Real Estate
Price$6.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets286.51M
MGLRX vs SWASX Comparison Chart in %
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MGLRX vs. SWASX commentary
Jul 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 MGLRX is a Hold and SWASX is a Buy.
FUNDAMENTALS
Fundamentals
MGLRX has more cash in the bank: 2.22B vs. SWASX (287M). SWASX pays higher dividends than MGLRX: SWASX (3.30) vs MGLRX (2.59). MGLRX was incepted earlier than SWASX: MGLRX (13 years) vs SWASX (18 years). MGLRX (0.86) is less costly to investors than SWASX (0.72). SWASX is a more actively managed with annual turnover of: 85.00 vs. MGLRX (48.00). MGLRX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 9.46 vs. MGLRX (2.49). SWASX return over 5 years is better than : 23.52 vs. MGLRX (14.75).
| MGLRX | SWASX | MGLRX / SWASX | |
| Total Expense Ratio | 0.85 | 0.72 | 118% |
| Annual Report Gross Expense Ratio | 0.86 | 0.72 | 119% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.669 | 8.122 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 287M | 772% |
| Annual Yield % from dividends | 2.59 | 3.30 | 78% |
| Returns for 1 year | 2.49 | 9.46 | 26% |
| Returns for 3 years | -3.83 | 8.74 | -44% |
| Returns for 5 years | 14.75 | 23.52 | 63% |
| Returns for 10 years | 32.52 | 33.48 | 97% |
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