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DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets468.2M
JHancock Global Shareholder Yield R2
Price$12.79
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets1.24B
DGEFX vs JGSRX Comparison Chart
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DGEFX vs. JGSRX commentary
Jun 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.24B vs. DGEFX (468M). DGEFX pays higher dividends than JGSRX: DGEFX (2.49) vs JGSRX (2.23). DGEFX was incepted earlier than JGSRX: DGEFX (8 years) vs JGSRX (13 years). JGSRX (1.39) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 45.00 vs. JGSRX (21.00). DGEFX (0) and JGSRX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 16.15 vs. JGSRX (12.26). DGEFX return over 5 years is better than : 70.99 vs. JGSRX (41.54).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 1.39 | 78% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 7.766 | 11.486 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 1.24B | 38% |
| Annual Yield % from dividends | 2.49 | 2.23 | 112% |
| Returns for 1 year | 16.15 | 12.26 | 132% |
| Returns for 3 years | 32.84 | 26.47 | 124% |
| Returns for 5 years | 70.99 | 41.54 | 171% |
| Returns for 10 years | N/A | 30.49 | - |
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