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MGLIX vs SFREX
MGLIX vs SFREX Comparison
Open Charts MGLIX vs SFREX
MFS Global Real Estate I
Price$16.07
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets2.24B
Schwab Fundamental Global Real Estt Idx
Price$9.35
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets74.52M
MGLIX vs SFREX Comparison Chart
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MGLIX vs. SFREX 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 MGLIX is a Buy and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.24B vs. SFREX (74.5M). SFREX pays higher dividends than MGLIX: SFREX (3.69) vs MGLIX (2.61). MGLIX was incepted earlier than SFREX: MGLIX (16 years) vs SFREX (10 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 (16.00). MGLIX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 10.56 vs. MGLIX (0.42). SFREX (39.06) and MGLIX (37.84) have equivalent 5 years return.
| 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 | 10 years | - |
| Gain YTD | 0.187 | 2.343 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 74.5M | 3,005% |
| Annual Yield % from dividends | 2.61 | 3.69 | 71% |
| Returns for 1 year | 0.42 | 10.56 | 4% |
| Returns for 3 years | -20.18 | -13.15 | 153% |
| Returns for 5 years | 37.84 | 39.06 | 97% |
| Returns for 10 years | 22.49 | 17.85 | 126% |
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