Interact to see
Advertisement
Advertisement
JERSX vs MGLCX
JERSX vs MGLCX Comparison
Open Charts JERSX vs MGLCX
JERSX vs MGLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JERSX vs. MGLCX commentary
Sep 12, 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 JERSX is a Hold and MGLCX is a Buy.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 1.84B vs. JERSX (347M). JERSX pays higher dividends than MGLCX: JERSX (2.80) vs MGLCX (1.90). JERSX was incepted earlier than MGLCX: JERSX (19 years) vs MGLCX (12 years). MGLCX (1.94) is less costly to investors than JERSX (1.18). JERSX is a more actively managed with annual turnover of: 61.00 vs. MGLCX (35.00). MGLCX has a lower initial minimum investment than JERSX: MGLCX (1000) vs JERSX (2500). JERSX annual gain was more profitable for investors over the last year : 5.83 vs. MGLCX (3.22). JERSX return over 5 years is better than : -6.42 vs. MGLCX (-16.30).
| JERSX | MGLCX | JERSX / MGLCX | |
| Total Expense Ratio | 1.17 | 1.93 | 61% |
| Annual Report Gross Expense Ratio | 1.18 | 1.94 | 61% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 7.352 | 5.686 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 1.84B | 19% |
| Annual Yield % from dividends | 2.80 | 1.90 | 148% |
| Returns for 1 year | 5.83 | 3.22 | 181% |
| Returns for 3 years | 24.98 | 15.08 | 166% |
| Returns for 5 years | -6.42 | -16.30 | 39% |
| Returns for 10 years | 54.48 | 14.25 | 382% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers