JERTX
Price
$13.35
Change
-$0.02 (-0.15%)
Updated
Jul 13 closing price
Net Assets
342.71M
MGLCX
Price
$17.77
Change
+$0.04 (+0.23%)
Updated
Jul 13 closing price
Net Assets
2.16B
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JERTX vs MGLCX

JERTX vs MGLCX Comparison Chart in %
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JERTX vs. MGLCX 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 JERTX is a Buy and MGLCX is a Buy.

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FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.16B vs. JERTX (343M). JERTX pays higher dividends than MGLCX: JERTX (2.99) vs MGLCX (1.88). JERTX was incepted earlier than MGLCX: JERTX (17 years) vs MGLCX (12 years). MGLCX (1.94) is less costly to investors than JERTX (0.89). JERTX is a more actively managed with annual turnover of: 61.00 vs. MGLCX (35.00). MGLCX has a lower initial minimum investment than JERTX: MGLCX (1000) vs JERTX (2500). JERTX annual gain was more profitable for investors over the last year : 15.31 vs. MGLCX (9.95). JERTX return over 5 years is better than : -1.12 vs. MGLCX (-11.78).
JERTXMGLCXJERTX / MGLCX
Total Expense Ratio0.891.9346%
Annual Report Gross Expense Ratio0.891.9446%
Fund Existence17 years12 years-
Gain YTD11.1329.580116%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets343M2.16B16%
Annual Yield % from dividends2.991.88158%
Returns for 1 year15.319.95154%
Returns for 3 years25.0812.76197%
Returns for 5 years-1.12-11.7810%
Returns for 10 years61.3914.84414%
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