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FWRTX vs MGLIX
FWRTX vs MGLIX Comparison
Open Charts FWRTX vs MGLIX
Fidelity Advisor Global Real Estate M
Price$10.46
Change-$0.22 (-2.06%)
VolumeN/A
Net Assets5.51M
MFS Global Real Estate I
Price$15.63
Change-$0.44 (-2.74%)
VolumeN/A
Net Assets2.25B
FWRTX vs MGLIX Comparison Chart
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FWRTX vs. MGLIX commentary
Apr 04, 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 FWRTX is a Hold and MGLIX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.25B vs. FWRTX (5.51M). MGLIX pays higher dividends than FWRTX: MGLIX (2.61) vs FWRTX (2.12). FWRTX was incepted earlier than MGLIX: FWRTX (9 years) vs MGLIX (16 years). FWRTX (4.29) is less costly to investors than MGLIX (0.95). MGLIX is a more actively managed with annual turnover of: 48.00 vs. FWRTX (32.00). FWRTX (0) and MGLIX (0) have matching initial minimum investment requirements. FWRTX annual gain was more profitable for investors over the last year : 6.97 vs. MGLIX (0.48). FWRTX return over 5 years is better than : 48.36 vs. MGLIX (37.84).
| FWRTX | MGLIX | FWRTX / MGLIX | |
| Total Expense Ratio | 1.45 | 0.94 | 154% |
| Annual Report Gross Expense Ratio | 4.29 | 0.95 | 452% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 2.989 | 0.187 | 1,598% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51M | 2.25B | 0% |
| Annual Yield % from dividends | 2.12 | 2.61 | 81% |
| Returns for 1 year | 6.97 | 0.48 | 1,461% |
| Returns for 3 years | -11.06 | -19.84 | 56% |
| Returns for 5 years | 48.36 | 37.84 | 128% |
| Returns for 10 years | N/A | 21.46 | - |
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