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DGEFX vs JGRSX
DGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSX
Destinations Equity Income I
Price$14.37
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets480.16M
JHancock Global Shareholder Yield R6
Price$13.52
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets1.3B
DGEFX vs JGRSX Comparison Chart in %
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DGEFX vs. JGRSX commentary
Oct 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 Hold and JGRSX is a Hold.
FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.3B vs. DGEFX (480M). JGRSX pays higher dividends than DGEFX: JGRSX (2.42) vs DGEFX (2.18). DGEFX was incepted earlier than JGRSX: DGEFX (9 years) vs JGRSX (14 years). DGEFX (1.07) is less costly to investors than JGRSX (0.92). 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 : 14.75 vs. JGRSX (11.08). DGEFX return over 5 years is better than : 81.06 vs. JGRSX (50.22).
| DGEFX | JGRSX | DGEFX / JGRSX | |
| Total Expense Ratio | 0.94 | 0.74 | 127% |
| Annual Report Gross Expense Ratio | 1.07 | 0.92 | 116% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 16.498 | 20.764 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 1.3B | 37% |
| Annual Yield % from dividends | 2.18 | 2.42 | 90% |
| Returns for 1 year | 14.75 | 11.08 | 133% |
| Returns for 3 years | 46.31 | 46.33 | 100% |
| Returns for 5 years | 81.06 | 50.22 | 161% |
| Returns for 10 years | N/A | 52.16 | - |
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