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MGLMX vs TAREX
MGLMX vs TAREX Comparison
Open Charts MGLMX vs TAREX
MFS Global Real Estate R4
Price$16.51
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.28B
Third Avenue Real Estate Value Instl
Price$25.03
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets348.5M
MGLMX vs TAREX Comparison Chart in %
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MGLMX vs. TAREX commentary
Jul 19, 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 TAREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.28B vs. TAREX (348M). MGLMX pays higher dividends than TAREX: MGLMX (2.51) vs TAREX (0.73). MGLMX was incepted earlier than TAREX: MGLMX (11 years) vs TAREX (27 years). TAREX (1.17) is less costly to investors than MGLMX (0.95). MGLMX is a more actively managed with annual turnover of: 48.00 vs. TAREX (5.00). MGLMX has a lower initial minimum investment than TAREX: MGLMX (0) vs TAREX (10000). TAREX annual gain was more profitable for investors over the last year : 8.95 vs. MGLMX (-2.16). TAREX return over 5 years is better than : 27.98 vs. MGLMX (14.46).
| MGLMX | TAREX | MGLMX / TAREX | |
| Total Expense Ratio | 0.94 | 1.15 | 82% |
| Annual Report Gross Expense Ratio | 0.95 | 1.17 | 81% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 2.491 | 6.941 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 348M | 655% |
| Annual Yield % from dividends | 2.51 | 0.73 | 346% |
| Returns for 1 year | -2.16 | 8.95 | -24% |
| Returns for 3 years | -1.10 | 18.24 | -6% |
| Returns for 5 years | 14.46 | 27.98 | 52% |
| Returns for 10 years | 21.21 | -15.17 | -140% |
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