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MGLRX vs SWASX
MGLRX vs SWASX Comparison
Open Charts MGLRX vs SWASX
MFS Global Real Estate R6
Price$15.66
Change+$0.24 (+1.56%)
VolumeN/A
Net Assets2.16B
Schwab Global Real Estate
Price$6.24
Change+$0.09 (+1.46%)
VolumeN/A
Net Assets267.47M
MGLRX vs SWASX Comparison Chart
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MGLRX vs. SWASX commentary
Apr 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 Buy and SWASX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MGLRX has more cash in the bank: 2.16B vs. SWASX (267M). SWASX pays higher dividends than MGLRX: SWASX (3.34) vs MGLRX (2.69). 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: 84.00 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 : 8.29 vs. MGLRX (0.92). SWASX return over 5 years is better than : 22.85 vs. MGLRX (19.80).
| 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 | -4.104 | -0.969 | 424% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 267M | 807% |
| Annual Yield % from dividends | 2.69 | 3.34 | 80% |
| Returns for 1 year | 0.92 | 8.29 | 11% |
| Returns for 3 years | -23.01 | -12.98 | 177% |
| Returns for 5 years | 19.80 | 22.85 | 87% |
| Returns for 10 years | 17.82 | 16.35 | 109% |
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