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DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
JHancock Global Shareholder Yield R2
Price$13.62
Change-$0.13 (-0.95%)
VolumeN/A
Net Assets1.3B
DGEFX vs JGSRX Comparison Chart in %
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DGEFX vs. JGSRX commentary
Nov 14, 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 JGSRX is a Hold.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.3B vs. DGEFX (480M). DGEFX pays higher dividends than JGSRX: DGEFX (2.20) vs JGSRX (1.97). 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 : 14.70 vs. JGSRX (13.47). DGEFX return over 5 years is better than : 70.58 vs. JGSRX (40.68).
| 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 | 17.633 | 21.992 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 1.3B | 37% |
| Annual Yield % from dividends | 2.20 | 1.97 | 111% |
| Returns for 1 year | 14.70 | 13.47 | 109% |
| Returns for 3 years | 37.73 | 35.93 | 105% |
| Returns for 5 years | 70.58 | 40.68 | 173% |
| Returns for 10 years | N/A | 53.06 | - |
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