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DGEFX vs JGRSX
DGEFX vs JGRSX Comparison
Open Charts DGEFX vs JGRSX
DGEFX vs JGRSX Comparison Chart in %
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DGEFX vs. JGRSX commentary
Sep 13, 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 DGEFX is a Hold and JGRSX is a Buy.
FUNDAMENTALS
Fundamentals
JGRSX has more cash in the bank: 1.37B vs. DGEFX (525M). JGRSX pays higher dividends than DGEFX: JGRSX (2.42) vs DGEFX (1.80). DGEFX was incepted earlier than JGRSX: DGEFX (9 years) vs JGRSX (15 years). DGEFX (1.10) is less costly to investors than JGRSX (0.88). DGEFX is a more actively managed with annual turnover of: 62.00 vs. JGRSX (24.00). DGEFX has a lower initial minimum investment than JGRSX: DGEFX (0) vs JGRSX (1000000). JGRSX annual gain was more profitable for investors over the last year : 12.51 vs. DGEFX (8.55). DGEFX return over 5 years is better than : 53.98 vs. JGRSX (33.83).
| DGEFX | JGRSX | DGEFX / JGRSX | |
| Total Expense Ratio | 0.98 | 0.74 | 132% |
| Annual Report Gross Expense Ratio | 1.10 | 0.88 | 125% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 12.305 | 20.009 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 1.37B | 38% |
| Annual Yield % from dividends | 1.80 | 2.42 | 74% |
| Returns for 1 year | 8.55 | 12.51 | 68% |
| Returns for 3 years | 49.04 | 51.91 | 94% |
| Returns for 5 years | 53.98 | 33.83 | 160% |
| Returns for 10 years | N/A | 72.89 | - |
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