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MGLCX vs SFREX
MGLCX vs SFREX Comparison
Open Charts MGLCX vs SFREX
MFS Global Real Estate C
Price$16.47
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.28B
Schwab Fundamental Global Real Estt Idx
Price$9.65
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets76.17M
MGLCX vs SFREX Comparison Chart in %
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MGLCX vs. SFREX commentary
Jul 01, 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 MGLCX is a Buy and SFREX is a Hold.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.28B vs. SFREX (76.2M). SFREX pays higher dividends than MGLCX: SFREX (3.62) vs MGLCX (1.30). MGLCX was incepted earlier than SFREX: MGLCX (11 years) vs SFREX (11 years). MGLCX (1.95) is less costly to investors than SFREX (0.39). MGLCX is a more actively managed with annual turnover of: 48.00 vs. SFREX (26.00). SFREX has a lower initial minimum investment than MGLCX: SFREX (0) vs MGLCX (1000). SFREX annual gain was more profitable for investors over the last year : 17.03 vs. MGLCX (3.92). SFREX return over 5 years is better than : 24.57 vs. MGLCX (11.81).
| MGLCX | SFREX | MGLCX / SFREX | |
| Total Expense Ratio | 1.94 | 0.39 | 497% |
| Annual Report Gross Expense Ratio | 1.95 | 0.39 | 500% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.298 | 6.770 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 76.2M | 2,997% |
| Annual Yield % from dividends | 1.30 | 3.62 | 36% |
| Returns for 1 year | 3.92 | 17.03 | 23% |
| Returns for 3 years | -5.74 | 5.93 | -97% |
| Returns for 5 years | 11.81 | 24.57 | 48% |
| Returns for 10 years | 10.55 | 30.57 | 35% |
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