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MGLMX vs SWASX
MGLMX vs SWASX Comparison
Open Charts MGLMX vs SWASX
MFS Global Real Estate R4
Price$16.43
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets2.29B
Schwab Global Real Estate
Price$6.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets280.85M
MGLMX vs SWASX Comparison Chart
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MGLMX vs. SWASX commentary
Jun 06, 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 StrongBuy and SWASX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.29B vs. SWASX (281M). SWASX pays higher dividends than MGLMX: SWASX (3.20) vs MGLMX (2.53). 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: 85.00 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 : 10.26 vs. MGLMX (3.36). SWASX return over 5 years is better than : 12.48 vs. MGLMX (11.23).
| 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 | 2.491 | 5.472 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 281M | 814% |
| Annual Yield % from dividends | 2.53 | 3.20 | 79% |
| Returns for 1 year | 3.36 | 10.26 | 33% |
| Returns for 3 years | -9.31 | 1.96 | -475% |
| Returns for 5 years | 11.23 | 12.48 | 90% |
| Returns for 10 years | 23.17 | 30.98 | 75% |
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