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MGLRX vs SWASX
MGLRX vs SWASX Comparison
Open Charts MGLRX vs SWASX
MFS Global Real Estate R6
Price$16.51
Change-$0.16 (-0.96%)
VolumeN/A
Net Assets2.29B
Schwab Global Real Estate
Price$6.58
Change-$0.06 (-0.90%)
VolumeN/A
Net Assets282.1M
MGLRX vs SWASX Comparison Chart
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MGLRX vs. SWASX commentary
Jun 16, 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: 2.29B vs. SWASX (282M). SWASX pays higher dividends than MGLRX: SWASX (3.20) vs MGLRX (2.60). 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 : 12.04 vs. MGLRX (4.32). SWASX return over 5 years is better than : 18.42 vs. MGLRX (14.68).
| 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 | 2.674 | 5.955 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 282M | 811% |
| Annual Yield % from dividends | 2.60 | 3.20 | 81% |
| Returns for 1 year | 4.32 | 12.04 | 36% |
| Returns for 3 years | 0.93 | 13.65 | 7% |
| Returns for 5 years | 14.68 | 18.42 | 80% |
| Returns for 10 years | 31.42 | 30.10 | 104% |
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