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DGEFX vs JGRSX
DGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSX
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets468.2M
JHancock Global Shareholder Yield R6
Price$12.68
Change-$0.13 (-1.01%)
VolumeN/A
Net Assets1.24B
DGEFX vs JGRSX Comparison Chart
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DGEFX vs. JGRSX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.24B vs. DGEFX (468M). JGRSX pays higher dividends than DGEFX: JGRSX (2.69) vs DGEFX (2.49). 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 : 16.15 vs. JGRSX (12.78). DGEFX return over 5 years is better than : 70.99 vs. JGRSX (43.63).
| DGEFX | JGRSX | DGEFX / JGRSX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 7.766 | 11.771 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 1.24B | 38% |
| Annual Yield % from dividends | 2.49 | 2.69 | 93% |
| Returns for 1 year | 16.15 | 12.78 | 126% |
| Returns for 3 years | 32.84 | 27.79 | 118% |
| Returns for 5 years | 70.99 | 43.63 | 163% |
| Returns for 10 years | N/A | 33.87 | - |
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