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DGEFX vs JGRSX
DGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSX
Destinations Equity Income I
Price$13.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets473.58M
JHancock Global Shareholder Yield R6
Price$13.04
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.28B
DGEFX vs JGRSX Comparison Chart in %
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DGEFX vs. JGRSX commentary
Jul 27, 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: 1.28B vs. DGEFX (474M). JGRSX (2.48) and DGEFX (2.44) have matching dividends . DGEFX was incepted earlier than JGRSX: DGEFX (8 years) vs JGRSX (14 years). DGEFX (1.07) is less costly to investors than JGRSX (0.89). DGEFX is a more actively managed with annual turnover of: 45.00 vs. JGRSX (17.00). 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 : 16.14 vs. JGRSX (13.16). DGEFX return over 5 years is better than : 73.93 vs. JGRSX (45.41).
| DGEFX | JGRSX | DGEFX / JGRSX | |
| Total Expense Ratio | 0.94 | 0.74 | 127% |
| Annual Report Gross Expense Ratio | 1.07 | 0.89 | 120% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 11.837 | 16.077 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 1.28B | 37% |
| Annual Yield % from dividends | 2.44 | 2.48 | 99% |
| Returns for 1 year | 16.14 | 13.16 | 123% |
| Returns for 3 years | 35.14 | 32.94 | 107% |
| Returns for 5 years | 73.93 | 45.41 | 163% |
| Returns for 10 years | N/A | 41.52 | - |
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