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BARDX vs MGLMX
BARDX vs MGLMX Comparison
Open Charts BARDX vs MGLMX
iShares Developed Real Estate Idx Inv A
Price$8.36
Change-$0.05 (-0.59%)
VolumeN/A
Net Assets253.45M
MFS Global Real Estate R4
Price$16.30
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets2.17B
BARDX vs MGLMX Comparison Chart in %
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BARDX vs. MGLMX commentary
Nov 20, 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 BARDX is a Hold and MGLMX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.17B vs. BARDX (253M). MGLMX pays higher dividends than BARDX: MGLMX (2.51) vs BARDX (2.24). BARDX was incepted earlier than MGLMX: BARDX (10 years) vs MGLMX (11 years). MGLMX (0.95) is less costly to investors than BARDX (0.57). MGLMX is a more actively managed with annual turnover of: 35.00 vs. BARDX (20.00). MGLMX has a lower initial minimum investment than BARDX: MGLMX (0) vs BARDX (1000). BARDX annual gain was more profitable for investors over the last year : 3.00 vs. MGLMX (-3.89). MGLMX return over 5 years is better than : 1.37 vs. BARDX (-1.07).
| BARDX | MGLMX | BARDX / MGLMX | |
| Total Expense Ratio | 0.49 | 0.94 | 52% |
| Annual Report Gross Expense Ratio | 0.57 | 0.95 | 60% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 8.349 | 1.494 | 559% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 2.17B | 12% |
| Annual Yield % from dividends | 2.24 | 2.51 | 89% |
| Returns for 1 year | 3.00 | -3.89 | -77% |
| Returns for 3 years | 0.72 | 2.64 | 27% |
| Returns for 5 years | -1.07 | 1.37 | -78% |
| Returns for 10 years | 16.45 | 21.53 | 76% |
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