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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.17B vs. JERIX (355M). JERIX pays higher dividends than MGLCX: JERIX (3.03) vs MGLCX (1.83). 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 : 13.63 vs. MGLCX (10.96). JERIX return over 5 years is better than : -0.24 vs. MGLCX (-12.35).
| 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 | 12.460 | 10.321 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 2.17B | 16% |
| Annual Yield % from dividends | 3.03 | 1.83 | 166% |
| Returns for 1 year | 13.63 | 10.96 | 124% |
| Returns for 3 years | 34.68 | 21.54 | 161% |
| Returns for 5 years | -0.24 | -12.35 | 2% |
| Returns for 10 years | 62.42 | 15.62 | 400% |
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