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MGLIX vs SWASX
MGLIX vs SWASX Comparison
Open Charts MGLIX vs SWASX
MFS Global Real Estate I
Price$16.28
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets2.17B
Schwab Global Real Estate
Price$6.68
Change-$0.04 (-0.60%)
VolumeN/A
Net Assets289.22M
MGLIX vs SWASX Comparison Chart in %
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MGLIX vs. SWASX commentary
Nov 20, 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: 2.17B vs. SWASX (289M). SWASX pays higher dividends than MGLIX: SWASX (3.17) vs MGLIX (2.51). MGLIX was incepted earlier than SWASX: MGLIX (17 years) vs SWASX (18 years). MGLIX (0.95) is less costly to investors than SWASX (0.72). SWASX is a more actively managed with annual turnover of: 85.00 vs. MGLIX (35.00). MGLIX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 5.66 vs. MGLIX (-3.90). SWASX return over 5 years is better than : 14.45 vs. MGLIX (1.34).
| MGLIX | SWASX | MGLIX / SWASX | |
| Total Expense Ratio | 0.94 | 0.72 | 131% |
| Annual Report Gross Expense Ratio | 0.95 | 0.72 | 132% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 1.496 | 10.009 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 289M | 752% |
| Annual Yield % from dividends | 2.51 | 3.17 | 79% |
| Returns for 1 year | -3.90 | 5.66 | -69% |
| Returns for 3 years | 2.60 | 20.69 | 13% |
| Returns for 5 years | 1.34 | 14.45 | 9% |
| Returns for 10 years | 29.99 | 34.73 | 86% |
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