MFS Global Real Estate Fund (MGLIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MGLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MGLIX
MGLIX charges 0.92% annually. There are 45 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | MGLIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | MGLIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | MGLIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | MGLIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | MGLIX vs VGRNX |
Best Risk-Adjusted Alternatives to MGLIX
MGLIX has a PortfoliosLab risk / return rank of 7. There are 88 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | MGLIX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | MGLIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | MGLIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | MGLIX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | MGLIX vs FRIRX |
Top Performing MGLIX Alternatives (YTD)
MGLIX is at 5.59% YTD. There are 77 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | MGLIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | MGLIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | MGLIX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | MGLIX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | MGLIX vs PRRSX |
Lowest Volatility Alternatives to MGLIX
MGLIX has 12.01% 1-year volatility. There are 35 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | MGLIX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | MGLIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | MGLIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | MGLIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | MGLIX vs FRINX |
Lowest Drawdown Alternatives to MGLIX
MGLIX has a 1-year max drawdown of -10.69%. There are 86 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | MGLIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | MGLIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | MGLIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | MGLIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | MGLIX vs FRIFX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 9 | 3.25% | — | Jan 1996 | MGLIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 23 | 4.52% | — | May 2006 | MGLIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 35 | 10.27% | — | Sep 2004 | MGLIX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 23 | 4.47% | — | Feb 1996 | MGLIX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 9 | -0.34% | — | Jan 1935 | MGLIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 14 | 6.33% | — | Jun 2012 | MGLIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 14 | 6.29% | — | Jul 1997 | MGLIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 24 | 7.26% | — | — | MGLIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 22 | 4.37% | — | Jan 1996 | MGLIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 8.10% | — | Jul 1924 | MGLIX vs MITTX |
Often Compared With MGLIX
Investors most often compare MGLIX with TIREX, AIGYX, AWP. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 11 | 9.14% | — | Oct 2002 | MGLIX vs TIREX | |
| abrdn Realty Income & Growth Fund | REIT | 22 | 11.71% | — | Dec 1998 | MGLIX vs AIGYX | |
| abrdn Global Premier Properties Fund | REIT | 6 | 3.18% | — | Feb 2007 | MGLIX vs AWP | |
| VY CBRE Real Estate Portfolio | REIT | 18 | 12.25% | — | Jan 1989 | MGLIX vs IVRSX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 13 | 11.76% | — | Jan 1998 | MGLIX vs SOAAX | |
| Nuveen Real Estate Securities Fund | REIT | 18 | 11.64% | — | Jun 1995 | MGLIX vs FARCX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | MGLIX vs PHRAX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 26 | 11.86% | — | Feb 1999 | MGLIX vs IRSAX | |
| Fidelity Advisor Real Estate Income Fund Class C | REIT | 36 | 3.13% | — | Apr 2010 | MGLIX vs FRIOX | |
| PGIM Select Real Estate Fund | REIT | 14 | 9.09% | — | Jul 2014 | MGLIX vs SREZX |
Compare MGLIX with Any Fund or Stock
Compare MGLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MGLIX with funds that move differently
MFS Global Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MGLIX.
Explore MGLIX Diversifiers