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MGLMX vs TAREX
MGLMX vs TAREX Comparison
Open Charts MGLMX vs TAREX
MFS Global Real Estate R4
Price$15.95
Change-$0.20 (-1.24%)
VolumeN/A
Net Assets2.26B
Third Avenue Real Estate Value Instl
Price$22.89
Change-$0.54 (-2.30%)
VolumeN/A
Net Assets309.05M
MGLMX vs TAREX Comparison Chart
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MGLMX vs. TAREX commentary
Mar 11, 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 TAREX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.26B vs. TAREX (309M). MGLMX pays higher dividends than TAREX: MGLMX (2.53) vs TAREX (0.75). MGLMX was incepted earlier than TAREX: MGLMX (10 years) vs TAREX (26 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 : 6.47 vs. MGLMX (-0.84). TAREX return over 5 years is better than : 3.72 vs. MGLMX (1.50).
| MGLMX | TAREX | MGLMX / TAREX | |
| Total Expense Ratio | 0.94 | 1.15 | 82% |
| Annual Report Gross Expense Ratio | 0.95 | 1.17 | 81% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 0.560 | 0.386 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 309M | 730% |
| Annual Yield % from dividends | 2.53 | 0.75 | 337% |
| Returns for 1 year | -0.84 | 6.47 | -13% |
| Returns for 3 years | -14.39 | -1.02 | 1,407% |
| Returns for 5 years | 1.50 | 3.72 | 40% |
| Returns for 10 years | 20.60 | -19.00 | -108% |
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