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BARDX vs MGLMX
BARDX vs MGLMX Comparison
Open Charts BARDX vs MGLMX
iShares Developed Real Estate Idx Inv A
Price$8.16
Change+$0.05 (+0.62%)
VolumeN/A
Net Assets222.96M
MFS Global Real Estate R4
Price$16.21
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets2.26B
BARDX vs MGLMX Comparison Chart
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BARDX vs. MGLMX commentary
May 11, 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 Buy and MGLMX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.26B vs. BARDX (223M). BARDX (2.61) and MGLMX (2.60) have matching dividends . BARDX was incepted earlier than MGLMX: BARDX (10 years) vs MGLMX (10 years). MGLMX (0.95) is less costly to investors than BARDX (0.60). MGLMX is a more actively managed with annual turnover of: 48.00 vs. BARDX (20.00). MGLMX has a lower initial minimum investment than BARDX: MGLMX (0) vs BARDX (1000). MGLMX annual gain was more profitable for investors over the last year : 2.23 vs. BARDX (-8.04). MGLMX return over 5 years is better than : 20.84 vs. BARDX (11.12).
| BARDX | MGLMX | BARDX / MGLMX | |
| Total Expense Ratio | 0.49 | 0.94 | 52% |
| Annual Report Gross Expense Ratio | 0.60 | 0.95 | 63% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 4.074 | 0.934 | 436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 2.26B | 10% |
| Annual Yield % from dividends | 2.61 | 2.60 | 100% |
| Returns for 1 year | -8.04 | 2.23 | -361% |
| Returns for 3 years | -11.02 | -6.30 | 175% |
| Returns for 5 years | 11.12 | 20.84 | 53% |
| Returns for 10 years | N/A | 17.74 | - |
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