MGLIX vs. AIGYX
Compare and contrast key facts about MFS Global Real Estate Fund (MGLIX) and abrdn Realty Income & Growth Fund (AIGYX).
MGLIX is managed by MFS. It was launched on Mar 10, 2009. AIGYX is managed by Aberdeen. It was launched on Dec 29, 1998.
Performance
MGLIX vs. AIGYX - Performance Comparison
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MGLIX vs. AIGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGLIX MFS Global Real Estate Fund | -2.98% | 3.60% | -2.85% | 11.32% | -26.94% | 29.71% | 2.18% | 26.29% | -3.68% | 10.26% |
AIGYX abrdn Realty Income & Growth Fund | 4.51% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
Returns By Period
In the year-to-date period, MGLIX achieves a -2.98% return, which is significantly lower than AIGYX's 4.51% return. Over the past 10 years, MGLIX has underperformed AIGYX with an annualized return of 3.20%, while AIGYX has yielded a comparatively higher 7.38% annualized return.
MGLIX
- 1D
- 0.45%
- 1M
- -10.08%
- YTD
- -2.98%
- 6M
- -3.81%
- 1Y
- 1.39%
- 3Y*
- 2.12%
- 5Y*
- -0.29%
- 10Y*
- 3.20%
AIGYX
- 1D
- 0.19%
- 1M
- -6.98%
- YTD
- 4.51%
- 6M
- 3.60%
- 1Y
- 8.55%
- 3Y*
- 9.46%
- 5Y*
- 9.09%
- 10Y*
- 7.38%
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MGLIX vs. AIGYX - Expense Ratio Comparison
MGLIX has a 0.92% expense ratio, which is lower than AIGYX's 1.01% expense ratio.
Return for Risk
MGLIX vs. AIGYX — Risk / Return Rank
MGLIX
AIGYX
MGLIX vs. AIGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Real Estate Fund (MGLIX) and abrdn Realty Income & Growth Fund (AIGYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MGLIX | AIGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.60 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.26 | 0.91 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.12 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.79 | -0.67 |
Martin ratioReturn relative to average drawdown | 0.48 | 3.57 | -3.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MGLIX | AIGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.60 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.44 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.34 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.38 | +0.01 |
Correlation
The correlation between MGLIX and AIGYX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MGLIX vs. AIGYX - Dividend Comparison
MGLIX's dividend yield for the trailing twelve months is around 3.34%, less than AIGYX's 8.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGLIX MFS Global Real Estate Fund | 3.34% | 3.24% | 2.59% | 1.86% | 5.97% | 2.12% | 1.00% | 5.79% | 3.15% | 1.87% | 5.62% | 7.40% |
AIGYX abrdn Realty Income & Growth Fund | 8.09% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
Drawdowns
MGLIX vs. AIGYX - Drawdown Comparison
The maximum MGLIX drawdown since its inception was -38.55%, smaller than the maximum AIGYX drawdown of -79.94%. Use the drawdown chart below to compare losses from any high point for MGLIX and AIGYX.
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Drawdown Indicators
| MGLIX | AIGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.55% | -79.94% | +41.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -12.30% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -35.01% | -31.20% | -3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -38.55% | -43.10% | +4.55% |
Current DrawdownCurrent decline from peak | -20.59% | -7.54% | -13.05% |
Average DrawdownAverage peak-to-trough decline | -10.70% | -12.49% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.74% | +0.29% |
Volatility
MGLIX vs. AIGYX - Volatility Comparison
MFS Global Real Estate Fund (MGLIX) and abrdn Realty Income & Growth Fund (AIGYX) have volatilities of 4.53% and 4.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGLIX | AIGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 4.36% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.17% | 9.08% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 16.11% | -1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.46% | 20.71% | -4.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 21.94% | -5.17% |