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MGLRX vs SWASX
MGLRX vs SWASX Comparison
Open Charts MGLRX vs SWASX
MFS Global Real Estate R6
Price$16.74
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.31B
Schwab Global Real Estate
Price$6.60
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets284.94M
MGLRX vs SWASX Comparison Chart in %
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MGLRX vs. SWASX 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 SWASX is a Buy.
FUNDAMENTALS
Fundamentals
MGLRX has more cash in the bank: 2.31B vs. SWASX (285M). 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 (0.71). 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 : 12.20 vs. MGLRX (5.65). SWASX return over 5 years is better than : 20.30 vs. MGLRX (14.79).
| MGLRX | SWASX | MGLRX / SWASX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 4.104 | 7.471 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 285M | 812% |
| Annual Yield % from dividends | 2.59 | 3.30 | 78% |
| Returns for 1 year | 5.65 | 12.20 | 46% |
| Returns for 3 years | -1.47 | 10.38 | -14% |
| Returns for 5 years | 14.79 | 20.30 | 73% |
| Returns for 10 years | 35.48 | 34.39 | 103% |
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