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BARDX vs MGLMX
BARDX vs MGLMX Comparison
Open Charts BARDX vs MGLMX
iShares Developed Real Estate Idx Inv A
Price$8.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets251.1M
MFS Global Real Estate R4
Price$17.03
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.28B
BARDX vs MGLMX Comparison Chart in %
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BARDX vs. MGLMX commentary
Oct 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 BARDX is a Hold and MGLMX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.28B vs. BARDX (251M). MGLMX (2.48) and BARDX (2.38) have matching dividends . 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: 48.00 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 : 4.44 vs. MGLMX (-2.50). MGLMX return over 5 years is better than : 11.65 vs. BARDX (10.70).
| 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 | 12.237 | 6.040 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 2.28B | 11% |
| Annual Yield % from dividends | 2.38 | 2.48 | 96% |
| Returns for 1 year | 4.44 | -2.50 | -177% |
| Returns for 3 years | 11.14 | 15.19 | 73% |
| Returns for 5 years | 10.70 | 11.65 | 92% |
| Returns for 10 years | 17.75 | 25.45 | 70% |
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