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MGLIX vs SFREX
MGLIX vs SFREX Comparison
Open Charts MGLIX vs SFREX
MFS Global Real Estate I
Price$16.62
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets2.22B
Schwab Fundamental Global Real Estt Idx
Price$9.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets78.86M
MGLIX vs SFREX Comparison Chart in %
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MGLIX vs. SFREX commentary
Jul 27, 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 Hold and SFREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.22B vs. SFREX (78.9M). SFREX pays higher dividends than MGLIX: SFREX (3.53) vs MGLIX (2.51). 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 : 15.61 vs. MGLIX (2.42). SFREX return over 5 years is better than : 28.68 vs. MGLIX (15.01).
| 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 | 3.616 | 10.532 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 78.9M | 2,807% |
| Annual Yield % from dividends | 2.51 | 3.53 | 71% |
| Returns for 1 year | 2.42 | 15.61 | 15% |
| Returns for 3 years | -3.43 | 9.99 | -34% |
| Returns for 5 years | 15.01 | 28.68 | 52% |
| Returns for 10 years | 32.21 | 33.84 | 95% |
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