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JERIX vs MGLCX
JERIX vs MGLCX Comparison
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JERIX vs MGLCX Comparison Chart in %
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JERIX vs. MGLCX commentary
Jul 14, 2026
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 JERIX is a Buy and MGLCX is a Buy.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.16B vs. JERIX (343M). JERIX pays higher dividends than MGLCX: JERIX (3.12) vs MGLCX (1.88). JERIX was incepted earlier than MGLCX: JERIX (19 years) vs MGLCX (12 years). MGLCX (1.94) is less costly to investors than JERIX (0.74). JERIX is a more actively managed with annual turnover of: 61.00 vs. MGLCX (35.00). MGLCX has a lower initial minimum investment than JERIX: MGLCX (1000) vs JERIX (2500). JERIX annual gain was more profitable for investors over the last year : 15.37 vs. MGLCX (9.95). JERIX return over 5 years is better than : -0.45 vs. MGLCX (-11.78).
| JERIX | MGLCX | JERIX / MGLCX | |
| Total Expense Ratio | 0.74 | 1.93 | 38% |
| Annual Report Gross Expense Ratio | 0.74 | 1.94 | 38% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 11.211 | 9.580 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 2.16B | 16% |
| Annual Yield % from dividends | 3.12 | 1.88 | 165% |
| Returns for 1 year | 15.37 | 9.95 | 154% |
| Returns for 3 years | 25.50 | 12.76 | 200% |
| Returns for 5 years | -0.45 | -11.78 | 4% |
| Returns for 10 years | 63.69 | 14.84 | 429% |