DGEFX
Price
$13.74
Change
+$0.04 (+0.29%)
Updated
Jul 3 closing price
Net Assets
472.85M
JGRSX
Price
$12.99
Change
+$0.06 (+0.46%)
Updated
Jul 3 closing price
Net Assets
1.28B
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DGEFX vs JGRSX

Header iconDGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSXBanner chart's image
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
JHancock Global Shareholder Yield R6
Price$12.99
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets1.28B
DGEFX vs JGRSX Comparison Chart in %
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DGEFX vs. JGRSX commentary
Jul 07, 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 Buy and JGRSX is a Buy.

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FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.28B vs. DGEFX (473M). JGRSX (2.48) and DGEFX (2.44) have matching dividends . DGEFX was incepted earlier than JGRSX: DGEFX (8 years) vs JGRSX (14 years). DGEFX (1.08) is less costly to investors than JGRSX (0.89). DGEFX is a more actively managed with annual turnover of: 45.00 vs. JGRSX (21.00). 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 : 18.33 vs. JGRSX (15.26). DGEFX return over 5 years is better than : 75.26 vs. JGRSX (48.28).
DGEFXJGRSXDGEFX / JGRSX
Total Expense Ratio0.960.74130%
Annual Report Gross Expense Ratio1.080.89121%
Fund Existence8 years14 years-
Gain YTD10.86915.63270%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets473M1.28B37%
Annual Yield % from dividends2.442.4899%
Returns for 1 year18.3315.26120%
Returns for 3 years34.0931.93107%
Returns for 5 years75.2648.28156%
Returns for 10 yearsN/A43.43-
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