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MGLIX vs SFREX
MGLIX vs SFREX Comparison
Open Charts MGLIX vs SFREX
MFS Global Real Estate I
Price$16.49
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.28B
Schwab Fundamental Global Real Estt Idx
Price$9.65
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets76.17M
MGLIX vs SFREX Comparison Chart in %
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MGLIX vs. SFREX commentary
Jul 01, 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 Hold.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.28B vs. SFREX (76.2M). 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 : 17.03 vs. MGLIX (5.03). SFREX return over 5 years is better than : 24.57 vs. MGLIX (17.59).
| 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 | 2.805 | 6.770 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 76.2M | 2,997% |
| Annual Yield % from dividends | 2.53 | 3.62 | 70% |
| Returns for 1 year | 5.03 | 17.03 | 30% |
| Returns for 3 years | -2.78 | 5.93 | -47% |
| Returns for 5 years | 17.59 | 24.57 | 72% |
| Returns for 10 years | 33.97 | 30.57 | 111% |
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