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MGLCX vs SWASX
MGLCX vs SWASX Comparison
Open Charts MGLCX vs SWASX
MFS Global Real Estate C
Price$16.40
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets2.29B
Schwab Global Real Estate
Price$6.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets280.85M
MGLCX vs SWASX Comparison Chart
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MGLCX vs. SWASX commentary
Jun 06, 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 StrongBuy and SWASX is a Buy.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.29B vs. SWASX (281M). SWASX pays higher dividends than MGLCX: SWASX (3.20) vs MGLCX (1.30). MGLCX was incepted earlier than SWASX: MGLCX (10 years) vs SWASX (18 years). MGLCX (1.95) is less costly to investors than SWASX (0.71). SWASX is a more actively managed with annual turnover of: 85.00 vs. MGLCX (48.00). SWASX has a lower initial minimum investment than MGLCX: SWASX (0) vs MGLCX (1000). SWASX annual gain was more profitable for investors over the last year : 10.26 vs. MGLCX (2.39). SWASX return over 5 years is better than : 12.48 vs. MGLCX (5.81).
| MGLCX | SWASX | MGLCX / SWASX | |
| Total Expense Ratio | 1.94 | 0.71 | 273% |
| Annual Report Gross Expense Ratio | 1.95 | 0.71 | 275% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 2.112 | 5.472 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 281M | 814% |
| Annual Yield % from dividends | 1.30 | 3.20 | 41% |
| Returns for 1 year | 2.39 | 10.26 | 23% |
| Returns for 3 years | -11.98 | 1.96 | -612% |
| Returns for 5 years | 5.81 | 12.48 | 47% |
| Returns for 10 years | 9.12 | 30.98 | 29% |
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