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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
Jun 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 MGLIX is a Hold.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.11B vs. JERTX (345M). MGLIX pays higher dividends than JERTX: MGLIX (3.03) vs JERTX (2.86). 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 : 11.96 vs. MGLIX (6.22). JERTX return over 5 years is better than : -2.20 vs. MGLIX (-8.22).
| 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 | 7.243 | 5.221 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 2.11B | 16% |
| Annual Yield % from dividends | 2.86 | 3.03 | 94% |
| Returns for 1 year | 11.96 | 6.22 | 192% |
| Returns for 3 years | 25.19 | 16.16 | 156% |
| Returns for 5 years | -2.20 | -8.22 | 27% |
| Returns for 10 years | 60.18 | 34.16 | 176% |
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