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DGEFX vs JGRSX
DGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
JHancock Global Shareholder Yield R6
Price$13.12
Change-$0.32 (-2.38%)
VolumeN/A
Net Assets1.35B
DGEFX vs JGRSX Comparison Chart in %
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DGEFX vs. JGRSX commentary
Feb 05, 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 DGEFX is a Buy and JGRSX is a Hold.
FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.35B vs. DGEFX (502M). JGRSX pays higher dividends than DGEFX: JGRSX (2.41) vs DGEFX (1.83). 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 (15.03) and JGRSX (14.48) have marching annual gain over last year. DGEFX return over 5 years is better than : 63.46 vs. JGRSX (31.17).
| 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 | 6.200 | 5.466 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 1.35B | 37% |
| Annual Yield % from dividends | 1.83 | 2.41 | 76% |
| Returns for 1 year | 15.03 | 14.48 | 104% |
| Returns for 3 years | 36.76 | 34.82 | 106% |
| Returns for 5 years | 63.46 | 31.17 | 204% |
| Returns for 10 years | N/A | 63.99 | - |
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