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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
Aug 03, 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 Hold and MGLIX is a Hold.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.21B vs. JERIX (343M). JERIX pays higher dividends than MGLIX: JERIX (3.12) vs MGLIX (2.87). 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 : 19.27 vs. MGLIX (16.41). JERIX return over 5 years is better than : 1.25 vs. MGLIX (-6.11).
| 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 | 14.293 | 12.927 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 2.21B | 15% |
| Annual Yield % from dividends | 3.12 | 2.87 | 109% |
| Returns for 1 year | 19.27 | 16.41 | 117% |
| Returns for 3 years | 29.88 | 20.75 | 144% |
| Returns for 5 years | 1.25 | -6.11 | -21% |
| Returns for 10 years | 65.37 | 36.39 | 180% |
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