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DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
Destinations Equity Income I
Price$12.49
Change-$0.33 (-2.57%)
VolumeN/A
CapitalizationN/A
JHancock Global Shareholder Yield R2
Price$12.03
Change-$0.32 (-2.59%)
VolumeN/A
CapitalizationN/A
DGEFX vs JGSRX Comparison Chart
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DGEFX vs. JGSRX commentary
Dec 19, 2024
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 JGSRX is a Buy.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.27B vs. DGEFX (512M). DGEFX pays higher dividends than JGSRX: DGEFX (2.98) vs JGSRX (2.22). DGEFX was incepted earlier than JGSRX: DGEFX (8 years) vs JGSRX (13 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. JGSRX (28.00). DGEFX (0) and JGSRX (0) have matching initial minimum investment requirements. DGEFX (16.30) and JGSRX (15.66) have marching annual gain over last year. DGEFX return over 5 years is better than : 36.26 vs. JGSRX (14.28).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 15.007 | 16.050 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 1.27B | 40% |
| Annual Yield % from dividends | 2.98 | 2.22 | 134% |
| Returns for 1 year | 16.30 | 15.66 | 104% |
| Returns for 3 years | 20.57 | 13.64 | 151% |
| Returns for 5 years | 36.26 | 14.28 | 254% |
| Returns for 10 years | N/A | 23.79 | - |
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