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MGLIX vs SWASX
MGLIX vs SWASX Comparison
Open Charts MGLIX vs SWASX
MFS Global Real Estate I
Price$16.49
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.28B
Schwab Global Real Estate
Price$6.59
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets282.3M
MGLIX vs SWASX Comparison Chart in %
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MGLIX vs. SWASX commentary
Jun 29, 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: 2.28B vs. SWASX (282M). SWASX pays higher dividends than MGLIX: SWASX (3.20) vs MGLIX (2.53). MGLIX was incepted earlier than SWASX: MGLIX (16 years) vs SWASX (18 years). MGLIX (0.95) is less costly to investors than SWASX (0.71). 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 : 12.41 vs. MGLIX (4.71). SWASX return over 5 years is better than : 23.18 vs. MGLIX (17.23).
| MGLIX | SWASX | MGLIX / SWASX | |
| Total Expense Ratio | 0.94 | 0.71 | 132% |
| Annual Report Gross Expense Ratio | 0.95 | 0.71 | 134% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 2.494 | 5.955 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 282M | 808% |
| Annual Yield % from dividends | 2.53 | 3.20 | 79% |
| Returns for 1 year | 4.71 | 12.41 | 38% |
| Returns for 3 years | -3.08 | 8.23 | -37% |
| Returns for 5 years | 17.23 | 23.18 | 74% |
| Returns for 10 years | 33.57 | 32.69 | 103% |
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