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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
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
MGLCX has more cash in the bank: 2.21B vs. JERTX (343M). JERTX pays higher dividends than MGLCX: JERTX (2.99) 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 : 19.12 vs. MGLCX (15.20). JERTX return over 5 years is better than : 0.56 vs. MGLCX (-10.69).
| 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 | 14.128 | 12.299 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 2.21B | 15% |
| Annual Yield % from dividends | 2.99 | 1.83 | 163% |
| Returns for 1 year | 19.12 | 15.20 | 126% |
| Returns for 3 years | 29.34 | 17.13 | 171% |
| Returns for 5 years | 0.56 | -10.69 | -5% |
| Returns for 10 years | 62.93 | 16.32 | 386% |
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