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DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
JHancock Global Shareholder Yield R2
Price$13.20
Change-$0.32 (-2.37%)
VolumeN/A
Net Assets1.35B
DGEFX vs JGSRX Comparison Chart in %
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DGEFX vs. JGSRX commentary
Feb 04, 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 JGSRX is a Hold.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.35B vs. DGEFX (502M). JGSRX pays higher dividends than DGEFX: JGSRX (1.96) vs DGEFX (1.83). DGEFX was incepted earlier than JGSRX: DGEFX (9 years) vs JGSRX (14 years). JGSRX (1.42) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. JGSRX (17.00). DGEFX (0) and JGSRX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 15.03 vs. JGSRX (14.12). DGEFX return over 5 years is better than : 63.46 vs. JGSRX (28.98).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | 0.94 | 1.24 | 76% |
| Annual Report Gross Expense Ratio | 1.07 | 1.42 | 75% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 6.200 | 5.431 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 1.35B | 37% |
| Annual Yield % from dividends | 1.83 | 1.96 | 94% |
| Returns for 1 year | 15.03 | 14.12 | 106% |
| Returns for 3 years | 36.76 | 33.10 | 111% |
| Returns for 5 years | 63.46 | 28.98 | 219% |
| Returns for 10 years | N/A | 59.27 | - |
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