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MGLMX vs TAREX
MGLMX vs TAREX Comparison
Open Charts MGLMX vs TAREX
MFS Global Real Estate R4
Price$16.49
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.23B
Third Avenue Real Estate Value Instl
Price$26.24
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets366.8M
MGLMX vs TAREX Comparison Chart in %
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MGLMX vs. TAREX commentary
Sep 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 TAREX is a Hold.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.23B vs. TAREX (367M). MGLMX pays higher dividends than TAREX: MGLMX (2.47) vs TAREX (0.68). 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 : 12.72 vs. MGLMX (-5.23). TAREX return over 5 years is better than : 29.19 vs. MGLMX (7.59).
| 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 | 2.615 | 12.082 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 367M | 608% |
| Annual Yield % from dividends | 2.47 | 0.68 | 362% |
| Returns for 1 year | -5.23 | 12.72 | -41% |
| Returns for 3 years | -0.12 | 26.36 | -0% |
| Returns for 5 years | 7.59 | 29.19 | 26% |
| Returns for 10 years | 33.39 | -2.68 | -1,248% |
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