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DGEFX vs JGRSX
DGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
JHancock Global Shareholder Yield R6
Price$13.45
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets1.29B
DGEFX vs JGRSX Comparison Chart in %
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DGEFX vs. JGRSX commentary
Oct 19, 2025
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 DGEFX is a Hold and JGRSX is a Hold.
FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.3B vs. DGEFX (478M). JGRSX pays higher dividends than DGEFX: JGRSX (2.42) vs DGEFX (2.18). DGEFX was incepted earlier than JGRSX: DGEFX (9 years) vs JGRSX (14 years). DGEFX (1.07) is less costly to investors than JGRSX (0.92). DGEFX is a more actively managed with annual turnover of: 45.00 vs. JGRSX (17.00). DGEFX has a lower initial minimum investment than JGRSX: DGEFX (0) vs JGRSX (1000000). DGEFX annual gain was more profitable for investors over the last year : 11.86 vs. JGRSX (8.92). DGEFX return over 5 years is better than : 75.47 vs. JGRSX (45.98).
| DGEFX | JGRSX | DGEFX / JGRSX | |
| Total Expense Ratio | 0.94 | 0.74 | 127% |
| Annual Report Gross Expense Ratio | 1.07 | 0.92 | 116% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 15.606 | 20.406 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 1.3B | 37% |
| Annual Yield % from dividends | 2.18 | 2.42 | 90% |
| Returns for 1 year | 11.86 | 8.92 | 133% |
| Returns for 3 years | 47.24 | 48.73 | 97% |
| Returns for 5 years | 75.47 | 45.98 | 164% |
| Returns for 10 years | N/A | 48.27 | - |
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