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DFGEX vs JERCX
DFGEX vs JERCX Comparison
Open Charts DFGEX vs JERCX
DFGEX vs JERCX Comparison Chart in %
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DFGEX vs. JERCX commentary
Aug 15, 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 DFGEX is a StrongBuy and JERCX is a Buy.
FUNDAMENTALS
Fundamentals
DFGEX has more cash in the bank: 7.73B vs. JERCX (355M). DFGEX pays higher dividends than JERCX: DFGEX (3.59) vs JERCX (2.33). DFGEX was incepted earlier than JERCX: DFGEX (18 years) vs JERCX (19 years). JERCX (1.89) is less costly to investors than DFGEX (0.29). JERCX is a more actively managed with annual turnover of: 61.00 vs. DFGEX (4.00). DFGEX has a lower initial minimum investment than JERCX: DFGEX (0) vs JERCX (2500). DFGEX annual gain was more profitable for investors over the last year : 14.92 vs. JERCX (13.65). DFGEX return over 5 years is better than : 5.10 vs. JERCX (-6.11).
| DFGEX | JERCX | DFGEX / JERCX | |
| Total Expense Ratio | 0.22 | 1.78 | 12% |
| Annual Report Gross Expense Ratio | 0.29 | 1.89 | 15% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 12.607 | 11.823 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 355M | 2,177% |
| Annual Yield % from dividends | 3.59 | 2.33 | 154% |
| Returns for 1 year | 14.92 | 13.65 | 109% |
| Returns for 3 years | 37.38 | 28.76 | 130% |
| Returns for 5 years | 5.10 | -6.11 | -84% |
| Returns for 10 years | 41.07 | 46.50 | 88% |
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