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MGLIX vs SWASX
MGLIX vs SWASX Comparison
Open Charts MGLIX vs SWASX
MFS Global Real Estate I
Price$16.39
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.19B
Schwab Global Real Estate
Price$6.62
Change+$0.03 (+0.46%)
VolumeN/A
Net Assets284.46M
MGLIX vs SWASX Comparison Chart in %
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MGLIX vs. SWASX commentary
Aug 09, 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 SWASX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.19B vs. SWASX (284M). SWASX pays higher dividends than MGLIX: SWASX (3.33) vs MGLIX (2.57). MGLIX was incepted earlier than SWASX: MGLIX (16 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 (48.00). MGLIX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 8.12 vs. MGLIX (-0.56). SWASX return over 5 years is better than : 17.74 vs. MGLIX (7.95).
| MGLIX | SWASX | MGLIX / SWASX | |
| Total Expense Ratio | 0.94 | 0.72 | 131% |
| Annual Report Gross Expense Ratio | 0.95 | 0.72 | 132% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 2.120 | 7.308 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 284M | 770% |
| Annual Yield % from dividends | 2.57 | 3.33 | 77% |
| Returns for 1 year | -0.56 | 8.12 | -7% |
| Returns for 3 years | -7.48 | 5.28 | -142% |
| Returns for 5 years | 7.95 | 17.74 | 45% |
| Returns for 10 years | 30.62 | 30.99 | 99% |
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