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JERTX vs MGLIX
JERTX vs MGLIX Comparison
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JERTX vs MGLIX Comparison Chart in %
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JERTX vs. MGLIX commentary
Jul 14, 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 MGLIX is a Buy.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.16B vs. JERTX (343M). JERTX (2.99) and MGLIX (2.96) have matching dividends . JERTX was incepted earlier than MGLIX: JERTX (17 years) vs MGLIX (17 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 : 15.31 vs. MGLIX (11.04). JERTX return over 5 years is better than : -1.12 vs. MGLIX (-7.22).
| 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 | 17 years | - |
| Gain YTD | 11.132 | 10.131 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 2.16B | 16% |
| Annual Yield % from dividends | 2.99 | 2.96 | 101% |
| Returns for 1 year | 15.31 | 11.04 | 139% |
| Returns for 3 years | 25.08 | 16.18 | 155% |
| Returns for 5 years | -1.12 | -7.22 | 16% |
| Returns for 10 years | 61.39 | 34.75 | 177% |
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