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JERSX vs MGLIX
JERSX vs MGLIX Comparison
Open Charts JERSX vs MGLIX
JERSX vs MGLIX Comparison Chart in %
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JERSX vs. MGLIX commentary
Jun 24, 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 MGLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.15B vs. JERSX (339M). MGLIX pays higher dividends than JERSX: MGLIX (3.03) vs JERSX (2.66). JERSX was incepted earlier than MGLIX: JERSX (19 years) vs MGLIX (17 years). JERSX (1.18) is less costly to investors than MGLIX (0.94). JERSX is a more actively managed with annual turnover of: 61.00 vs. MGLIX (35.00). MGLIX has a lower initial minimum investment than JERSX: MGLIX (0) vs JERSX (2500). JERSX annual gain was more profitable for investors over the last year : 12.81 vs. MGLIX (7.78). JERSX return over 5 years is better than : -2.80 vs. MGLIX (-7.70).
| JERSX | MGLIX | JERSX / MGLIX | |
| Total Expense Ratio | 1.17 | 0.93 | 126% |
| Annual Report Gross Expense Ratio | 1.18 | 0.94 | 126% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 8.863 | 6.961 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 2.15B | 16% |
| Annual Yield % from dividends | 2.66 | 3.03 | 88% |
| Returns for 1 year | 12.81 | 7.78 | 165% |
| Returns for 3 years | 30.25 | 21.48 | 141% |
| Returns for 5 years | -2.80 | -7.70 | 36% |
| Returns for 10 years | 62.05 | 38.17 | 163% |
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