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AGREX vs MGLMX
AGREX vs MGLMX Comparison
Open Charts AGREX vs MGLMX
Invesco Global Real Estate A
Price$9.02
Change-$0.04 (-0.44%)
VolumeN/A
Net Assets133.99M
MFS Global Real Estate R4
Price$16.46
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.28B
AGREX vs MGLMX Comparison Chart in %
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AGREX vs. MGLMX commentary
Jun 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 AGREX is a Hold and MGLMX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.28B vs. AGREX (134M). MGLMX pays higher dividends than AGREX: MGLMX (2.53) vs AGREX (1.93). AGREX was incepted earlier than MGLMX: AGREX (20 years) vs MGLMX (11 years). AGREX (1.42) is less costly to investors than MGLMX (0.95). AGREX is a more actively managed with annual turnover of: 130.00 vs. MGLMX (48.00). MGLMX has a lower initial minimum investment than AGREX: MGLMX (0) vs AGREX (1000). AGREX annual gain was more profitable for investors over the last year : 9.71 vs. MGLMX (5.29). MGLMX return over 5 years is better than : 17.19 vs. AGREX (3.50).
| AGREX | MGLMX | AGREX / MGLMX | |
| Total Expense Ratio | 1.42 | 0.94 | 151% |
| Annual Report Gross Expense Ratio | 1.42 | 0.95 | 149% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 5.142 | 2.428 | 212% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 2.28B | 6% |
| Annual Yield % from dividends | 1.93 | 2.53 | 76% |
| Returns for 1 year | 9.71 | 5.29 | 183% |
| Returns for 3 years | -6.46 | -3.64 | 177% |
| Returns for 5 years | 3.50 | 17.19 | 20% |
| Returns for 10 years | -6.43 | 24.60 | -26% |
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