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MGLMX vs SFREX
MGLMX vs SFREX Comparison
Open Charts MGLMX vs SFREX
MFS Global Real Estate R4
Price$16.30
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets2.17B
Schwab Fundamental Global Real Estt Idx
Price$9.85
Change-$0.06 (-0.61%)
VolumeN/A
Net Assets77.52M
MGLMX vs SFREX Comparison Chart in %
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MGLMX vs. SFREX 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 MGLMX is a Hold and SFREX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.17B vs. SFREX (77.5M). SFREX pays higher dividends than MGLMX: SFREX (3.33) vs MGLMX (2.51). MGLMX was incepted earlier than SFREX: MGLMX (11 years) vs SFREX (11 years). MGLMX (0.95) is less costly to investors than SFREX (0.39). MGLMX is a more actively managed with annual turnover of: 35.00 vs. SFREX (26.00). MGLMX (0) and SFREX (0) have matching initial minimum investment requirements. SFREX annual gain was more profitable for investors over the last year : 5.10 vs. MGLMX (-3.89). SFREX return over 5 years is better than : 12.30 vs. MGLMX (1.37).
| MGLMX | SFREX | MGLMX / SFREX | |
| Total Expense Ratio | 0.94 | 0.39 | 241% |
| Annual Report Gross Expense Ratio | 0.95 | 0.39 | 244% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 1.494 | 10.474 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 77.5M | 2,805% |
| Annual Yield % from dividends | 2.51 | 3.33 | 76% |
| Returns for 1 year | -3.89 | 5.10 | -76% |
| Returns for 3 years | 2.64 | 18.82 | 14% |
| Returns for 5 years | 1.37 | 12.30 | 11% |
| Returns for 10 years | 21.53 | 35.23 | 61% |
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