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JERSX vs MGLIX
JERSX vs MGLIX Comparison
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JERSX vs MGLIX Comparison Chart in %
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JERSX 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 JERSX is a Buy and MGLIX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.16B vs. JERSX (343M). MGLIX pays higher dividends than JERSX: MGLIX (2.96) vs JERSX (2.79). 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 : 14.95 vs. MGLIX (11.04). JERSX return over 5 years is better than : -2.56 vs. MGLIX (-7.22).
| 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 | 10.973 | 10.131 | 108% |
| 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 | 2.79 | 2.96 | 94% |
| Returns for 1 year | 14.95 | 11.04 | 135% |
| Returns for 3 years | 23.91 | 16.18 | 148% |
| Returns for 5 years | -2.56 | -7.22 | 36% |
| Returns for 10 years | 56.76 | 34.75 | 163% |
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