Interact to see
Advertisement
Advertisement
MGLCX vs SWASX
MGLCX vs SWASX Comparison
Open Charts MGLCX vs SWASX
MFS Global Real Estate C
Price$16.71
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.22B
Schwab Global Real Estate
Price$6.78
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets291.8M
MGLCX vs SWASX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MGLCX vs. SWASX commentary
Aug 29, 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 SWASX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.22B vs. SWASX (292M). SWASX pays higher dividends than MGLCX: SWASX (3.33) vs MGLCX (1.33). MGLCX was incepted earlier than SWASX: MGLCX (11 years) vs SWASX (18 years). MGLCX (1.95) is less costly to investors than SWASX (0.72). 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 : 4.44 vs. MGLCX (-4.34). SWASX return over 5 years is better than : 19.32 vs. MGLCX (3.78).
| MGLCX | SWASX | MGLCX / SWASX | |
| Total Expense Ratio | 1.94 | 0.72 | 269% |
| Annual Report Gross Expense Ratio | 1.95 | 0.72 | 271% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 3.727 | 10.239 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 292M | 760% |
| Annual Yield % from dividends | 1.33 | 3.33 | 40% |
| Returns for 1 year | -4.34 | 4.44 | -98% |
| Returns for 3 years | -4.26 | 12.20 | -35% |
| Returns for 5 years | 3.78 | 19.32 | 20% |
| Returns for 10 years | 17.43 | 44.29 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement