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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
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 JERTX is a Hold and MGLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.15B vs. JERTX (339M). JERTX pays higher dividends than MGLCX: JERTX (2.86) vs MGLCX (1.93). 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 : 13.11 vs. MGLCX (6.78). JERTX return over 5 years is better than : -1.41 vs. MGLCX (-12.22).
| 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 | 8.978 | 6.489 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 2.15B | 16% |
| Annual Yield % from dividends | 2.86 | 1.93 | 148% |
| Returns for 1 year | 13.11 | 6.78 | 193% |
| Returns for 3 years | 31.30 | 17.86 | 175% |
| Returns for 5 years | -1.41 | -12.22 | 12% |
| Returns for 10 years | 66.82 | 17.87 | 374% |
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