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JERIX vs MGLIX
JERIX vs MGLIX Comparison
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JERIX vs MGLIX Comparison Chart in %
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JERIX vs. MGLIX 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 MGLIX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.16B vs. JERIX (343M). JERIX pays higher dividends than MGLIX: JERIX (3.12) vs MGLIX (2.96). JERIX was incepted earlier than MGLIX: JERIX (19 years) vs MGLIX (17 years). MGLIX (0.94) is less costly to investors than JERIX (0.74). JERIX is a more actively managed with annual turnover of: 61.00 vs. MGLIX (35.00). MGLIX has a lower initial minimum investment than JERIX: MGLIX (0) vs JERIX (2500). JERIX annual gain was more profitable for investors over the last year : 15.37 vs. MGLIX (11.04). JERIX return over 5 years is better than : -0.45 vs. MGLIX (-7.22).
| JERIX | MGLIX | JERIX / MGLIX | |
| Total Expense Ratio | 0.74 | 0.93 | 80% |
| Annual Report Gross Expense Ratio | 0.74 | 0.94 | 79% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 11.211 | 10.131 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 2.16B | 16% |
| Annual Yield % from dividends | 3.12 | 2.96 | 105% |
| Returns for 1 year | 15.37 | 11.04 | 139% |
| Returns for 3 years | 25.50 | 16.18 | 158% |
| Returns for 5 years | -0.45 | -7.22 | 6% |
| Returns for 10 years | 63.69 | 34.75 | 183% |
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