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MGLIX vs SWASX
MGLIX vs SWASX Comparison
Open Charts MGLIX vs SWASX
MFS Global Real Estate I
Price$15.90
Change-$0.56 (-3.40%)
VolumeN/A
CapitalizationN/A
Schwab Global Real Estate
Price$6.20
Change-$0.23 (-3.58%)
VolumeN/A
CapitalizationN/A
MGLIX vs SWASX Comparison Chart
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MGLIX vs. SWASX commentary
Dec 19, 2024
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 Sell and SWASX is a Hold.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.31B vs. SWASX (294M). 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 : 6.49 vs. MGLIX (1.37). MGLIX return over 5 years is better than : 3.66 vs. SWASX (-6.76).
| 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 | -0.308 | 4.656 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 294M | 786% |
| Annual Yield % from dividends | 1.87 | 3.36 | 56% |
| Returns for 1 year | 1.37 | 6.49 | 21% |
| Returns for 3 years | -19.65 | -11.90 | 165% |
| Returns for 5 years | 3.66 | -6.76 | -54% |
| Returns for 10 years | 30.94 | 29.20 | 106% |
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