Interact to see
Advertisement
Advertisement
DGEFX vs JGRSX
DGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSX
Destinations Equity Income I
Price$13.39
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets469.94M
JHancock Global Shareholder Yield R6
Price$12.56
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.23B
DGEFX vs JGRSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. JGRSX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.23B vs. DGEFX (470M). JGRSX pays higher dividends than DGEFX: JGRSX (2.69) vs DGEFX (2.49). DGEFX was incepted earlier than JGRSX: DGEFX (8 years) vs JGRSX (14 years). DGEFX (1.08) is less costly to investors than JGRSX (0.89). DGEFX is a more actively managed with annual turnover of: 45.00 vs. JGRSX (21.00). 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 : 14.22 vs. JGRSX (11.84). DGEFX return over 5 years is better than : 63.61 vs. JGRSX (37.01).
| DGEFX | JGRSX | DGEFX / JGRSX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 7.045 | 10.361 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 1.23B | 38% |
| Annual Yield % from dividends | 2.49 | 2.69 | 93% |
| Returns for 1 year | 14.22 | 11.84 | 120% |
| Returns for 3 years | 22.18 | 16.39 | 135% |
| Returns for 5 years | 63.61 | 37.01 | 172% |
| Returns for 10 years | N/A | 32.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers