Interact to see
Advertisement
Advertisement
MGLIX vs SFREX
MGLIX vs SFREX Comparison
Open Charts MGLIX vs SFREX
MFS Global Real Estate I
Price$16.49
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets2.28B
Schwab Fundamental Global Real Estt Idx
Price$9.56
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets74.73M
MGLIX vs SFREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MGLIX vs. SFREX commentary
Jun 07, 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 MGLIX is a StrongBuy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.28B vs. SFREX (74.7M). SFREX pays higher dividends than MGLIX: SFREX (3.62) vs MGLIX (2.53). MGLIX was incepted earlier than SFREX: MGLIX (16 years) vs SFREX (11 years). MGLIX (0.95) is less costly to investors than SFREX (0.39). MGLIX is a more actively managed with annual turnover of: 48.00 vs. SFREX (26.00). MGLIX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 11.42 vs. MGLIX (3.17). MGLIX return over 5 years is better than : 11.00 vs. SFREX (9.96).
| MGLIX | SFREX | MGLIX / SFREX | |
| Total Expense Ratio | 0.94 | 0.39 | 241% |
| Annual Report Gross Expense Ratio | 0.95 | 0.39 | 244% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 2.307 | 4.427 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 74.7M | 3,056% |
| Annual Yield % from dividends | 2.53 | 3.62 | 70% |
| Returns for 1 year | 3.17 | 11.42 | 28% |
| Returns for 3 years | -10.07 | -2.45 | 412% |
| Returns for 5 years | 11.00 | 9.96 | 110% |
| Returns for 10 years | 32.30 | 26.62 | 121% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement