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DGEFX vs JGRSX
DGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSX
Destinations Equity Income I
Price$12.87
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets511.6M
JHancock Global Shareholder Yield R6
Price$11.78
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets1.22B
DGEFX vs JGRSX Comparison Chart
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DGEFX vs. JGRSX commentary
Jan 23, 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 JGRSX is a Hold.
FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.22B vs. DGEFX (512M). DGEFX pays higher dividends than JGRSX: DGEFX (2.98) vs JGRSX (2.69). DGEFX was incepted earlier than JGRSX: DGEFX (8 years) vs JGRSX (13 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. JGRSX (28.00). DGEFX has a lower initial minimum investment than JGRSX: DGEFX (0) vs JGRSX (1000000). DGEFX annual gain was more profitable for investors over the last year : 17.17 vs. JGRSX (11.67). DGEFX return over 5 years is better than : 37.11 vs. JGRSX (10.64).
| DGEFX | JGRSX | DGEFX / JGRSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.713 | 3.424 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 1.22B | 42% |
| Annual Yield % from dividends | 2.98 | 2.69 | 111% |
| Returns for 1 year | 17.17 | 11.67 | 147% |
| Returns for 3 years | 19.20 | 9.07 | 212% |
| Returns for 5 years | 37.11 | 10.64 | 349% |
| Returns for 10 years | N/A | 20.88 | - |
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