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DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
Destinations Equity Income I
Price$14.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476.22M
JHancock Global Shareholder Yield R2
Price$13.27
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets1.28B
DGEFX vs JGSRX Comparison Chart in %
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DGEFX vs. JGSRX commentary
Sep 07, 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 JGSRX is a Buy.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.28B vs. DGEFX (476M). DGEFX pays higher dividends than JGSRX: DGEFX (2.34) vs JGSRX (1.96). DGEFX was incepted earlier than JGSRX: DGEFX (8 years) vs JGSRX (14 years). JGSRX (1.42) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. JGSRX (17.00). DGEFX (0) and JGSRX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 14.31 vs. JGSRX (9.23). DGEFX return over 5 years is better than : 73.64 vs. JGSRX (40.84).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | 0.94 | 1.24 | 76% |
| Annual Report Gross Expense Ratio | 1.07 | 1.42 | 75% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 13.935 | 17.217 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 1.28B | 37% |
| Annual Yield % from dividends | 2.34 | 1.96 | 119% |
| Returns for 1 year | 14.31 | 9.23 | 155% |
| Returns for 3 years | 39.91 | 36.16 | 110% |
| Returns for 5 years | 73.64 | 40.84 | 180% |
| Returns for 10 years | N/A | 46.37 | - |
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