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JERTX vs MGLCX
JERTX vs MGLCX Comparison
Open Charts JERTX vs MGLCX
JERTX vs MGLCX Comparison Chart in %
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JERTX 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 JERTX is a Hold and MGLCX is a Buy.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 1.84B vs. JERTX (347M). JERTX pays higher dividends than MGLCX: JERTX (3.00) vs MGLCX (1.90). 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 : 6.09 vs. MGLCX (3.22). JERTX return over 5 years is better than : -5.05 vs. MGLCX (-16.30).
| 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 | 7.552 | 5.686 | 133% |
| 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 | 3.00 | 1.90 | 158% |
| Returns for 1 year | 6.09 | 3.22 | 189% |
| Returns for 3 years | 26.16 | 15.08 | 174% |
| Returns for 5 years | -5.05 | -16.30 | 31% |
| Returns for 10 years | 59.09 | 14.25 | 415% |
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