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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MGLIX has more cash in the bank: 2.17B vs. JERTX (355M). JERTX (2.91) and MGLIX (2.87) 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 : 13.48 vs. MGLIX (12.06). JERTX return over 5 years is better than : -0.92 vs. MGLIX (-7.84).
| 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 | 12.297 | 11.001 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 2.17B | 16% |
| Annual Yield % from dividends | 2.91 | 2.87 | 101% |
| Returns for 1 year | 13.48 | 12.06 | 112% |
| Returns for 3 years | 34.13 | 25.25 | 135% |
| Returns for 5 years | -0.92 | -7.84 | 12% |
| Returns for 10 years | 60.17 | 35.57 | 169% |
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