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MGLIX vs SWASX
MGLIX vs SWASX Comparison
Open Charts MGLIX vs SWASX
MFS Global Real Estate I
Price$15.98
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.27B
Schwab Global Real Estate
Price$6.22
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets284.32M
MGLIX vs SWASX Comparison Chart
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MGLIX vs. SWASX commentary
Jan 19, 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 SWASX is a Hold.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.27B vs. SWASX (284M). SWASX pays higher dividends than MGLIX: SWASX (3.36) vs MGLIX (1.87). MGLIX was incepted earlier than SWASX: MGLIX (16 years) vs SWASX (18 years). SWASX is a more actively managed with annual turnover of: 88.00 vs. MGLIX (30.00). MGLIX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 5.57 vs. MGLIX (1.71). MGLIX return over 5 years is better than : -3.37 vs. SWASX (-13.40).
| MGLIX | SWASX | MGLIX / SWASX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | -0.374 | -0.797 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 284M | 798% |
| Annual Yield % from dividends | 1.87 | 3.36 | 56% |
| Returns for 1 year | 1.71 | 5.57 | 31% |
| Returns for 3 years | -20.40 | -14.67 | 139% |
| Returns for 5 years | -3.37 | -13.40 | 25% |
| Returns for 10 years | 22.03 | 18.33 | 120% |
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