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MGLMX vs SWASX
MGLMX vs SWASX Comparison
Open Charts MGLMX vs SWASX
MFS Global Real Estate R4
Price$15.65
Change-$0.44 (-2.73%)
VolumeN/A
Net Assets2.25B
Schwab Global Real Estate
Price$6.19
Change-$0.12 (-1.90%)
VolumeN/A
Net Assets275.4M
MGLMX vs SWASX Comparison Chart
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MGLMX vs. SWASX commentary
Apr 04, 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 Buy and SWASX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.25B vs. SWASX (275M). SWASX pays higher dividends than MGLMX: SWASX (3.34) vs MGLMX (2.61). MGLMX was incepted earlier than SWASX: MGLMX (10 years) vs SWASX (18 years). MGLMX (0.95) is less costly to investors than SWASX (0.71). SWASX is a more actively managed with annual turnover of: 84.00 vs. MGLMX (48.00). MGLMX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 7.09 vs. MGLMX (0.48). SWASX (39.73) and MGLMX (37.88) have equivalent 5 years return.
| MGLMX | SWASX | MGLMX / SWASX | |
| Total Expense Ratio | 0.94 | 0.71 | 132% |
| Annual Report Gross Expense Ratio | 0.95 | 0.71 | 134% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 0.187 | 1.607 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 275M | 819% |
| Annual Yield % from dividends | 2.61 | 3.34 | 78% |
| Returns for 1 year | 0.48 | 7.09 | 7% |
| Returns for 3 years | -19.85 | -12.62 | 157% |
| Returns for 5 years | 37.88 | 39.73 | 95% |
| Returns for 10 years | 13.11 | 19.22 | 68% |
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