Interact to see
Advertisement
Advertisement
JERTX vs MGLCX
JERTX vs MGLCX Comparison
Open Charts JERTX vs MGLCX
JERTX vs MGLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JERTX vs. MGLCX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.17B vs. JERTX (355M). JERTX pays higher dividends than MGLCX: JERTX (2.91) vs MGLCX (1.83). 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 : 13.48 vs. MGLCX (10.96). JERTX return over 5 years is better than : -0.92 vs. MGLCX (-12.35).
| JERTX | MGLCX | JERTX / MGLCX | |
| Total Expense Ratio | 0.89 | 1.93 | 46% |
| Annual Report Gross Expense Ratio | 0.89 | 1.94 | 46% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 12.297 | 10.321 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 2.17B | 16% |
| Annual Yield % from dividends | 2.91 | 1.83 | 159% |
| Returns for 1 year | 13.48 | 10.96 | 123% |
| Returns for 3 years | 34.13 | 21.54 | 158% |
| Returns for 5 years | -0.92 | -12.35 | 7% |
| Returns for 10 years | 60.17 | 15.62 | 385% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement