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MGLRX vs SWASX
MGLRX vs SWASX Comparison
Open Charts MGLRX vs SWASX
MFS Global Real Estate R6
Price$16.05
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.23B
Schwab Global Real Estate
Price$6.38
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets274.7M
MGLRX vs SWASX Comparison Chart
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MGLRX vs. SWASX commentary
May 24, 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 MGLRX is a Hold and SWASX is a Hold.
FUNDAMENTALS
Fundamentals
MGLRX has more cash in the bank: 2.23B vs. SWASX (275M). SWASX pays higher dividends than MGLRX: SWASX (3.30) vs MGLRX (2.68). MGLRX was incepted earlier than SWASX: MGLRX (13 years) vs SWASX (18 years). MGLRX (0.86) is less costly to investors than SWASX (0.71). SWASX is a more actively managed with annual turnover of: 85.00 vs. MGLRX (48.00). MGLRX (0) and SWASX (0) have matching initial minimum investment requirements. SWASX annual gain was more profitable for investors over the last year : 7.56 vs. MGLRX (1.17). SWASX return over 5 years is better than : 26.97 vs. MGLRX (20.76).
| MGLRX | SWASX | MGLRX / SWASX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | -0.124 | 3.057 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 275M | 811% |
| Annual Yield % from dividends | 2.68 | 3.30 | 81% |
| Returns for 1 year | 1.17 | 7.56 | 15% |
| Returns for 3 years | -9.64 | 0.62 | -1,562% |
| Returns for 5 years | 20.76 | 26.97 | 77% |
| Returns for 10 years | 24.29 | 22.40 | 108% |
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