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JERTX vs MGLIX
JERTX vs MGLIX Comparison
Open Charts JERTX vs MGLIX
JERTX vs MGLIX Comparison Chart in %
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JERTX vs. MGLIX 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 MGLIX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 1.83B vs. JERTX (347M). JERTX (3.00) and MGLIX (2.97) have matching dividends . JERTX was incepted earlier than MGLIX: JERTX (17 years) vs MGLIX (18 years). MGLIX (0.94) is less costly to investors than JERTX (0.89). JERTX is a more actively managed with annual turnover of: 61.00 vs. MGLIX (35.00). MGLIX has a lower initial minimum investment than JERTX: MGLIX (0) vs JERTX (2500). JERTX annual gain was more profitable for investors over the last year : 6.09 vs. MGLIX (4.25). JERTX return over 5 years is better than : -5.05 vs. MGLIX (-11.99).
| JERTX | MGLIX | JERTX / MGLIX | |
| Total Expense Ratio | 0.89 | 0.93 | 96% |
| Annual Report Gross Expense Ratio | 0.89 | 0.94 | 95% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 7.552 | 6.401 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 1.83B | 19% |
| Annual Yield % from dividends | 3.00 | 2.97 | 101% |
| Returns for 1 year | 6.09 | 4.25 | 143% |
| Returns for 3 years | 26.16 | 18.59 | 141% |
| Returns for 5 years | -5.05 | -11.99 | 42% |
| Returns for 10 years | 59.09 | 34.01 | 174% |
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