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MGLIX vs SFREX
MGLIX vs SFREX Comparison
Open Charts MGLIX vs SFREX
MFS Global Real Estate I
Price$16.11
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets2.26B
Schwab Fundamental Global Real Estt Idx
Price$9.41
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets75.17M
MGLIX vs SFREX Comparison Chart
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MGLIX vs. SFREX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.26B vs. SFREX (75.2M). SFREX pays higher dividends than MGLIX: SFREX (3.66) vs MGLIX (2.60). 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 (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 : 12.61 vs. MGLIX (4.08). SFREX return over 5 years is better than : 24.36 vs. MGLIX (21.03).
| 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 | 1.060 | 3.878 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 75.2M | 3,009% |
| Annual Yield % from dividends | 2.60 | 3.66 | 71% |
| Returns for 1 year | 4.08 | 12.61 | 32% |
| Returns for 3 years | -7.20 | -0.19 | 3,829% |
| Returns for 5 years | 21.03 | 24.36 | 86% |
| Returns for 10 years | 26.31 | 20.40 | 129% |
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