Interact to see
Advertisement
Advertisement
DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
Destinations Equity Income I
Price$13.58
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets469.67M
JHancock Global Shareholder Yield R2
Price$12.87
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets1.25B
DGEFX vs JGSRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. JGSRX commentary
Jun 13, 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: 1.25B vs. DGEFX (470M). DGEFX pays higher dividends than JGSRX: DGEFX (2.49) vs JGSRX (2.23). DGEFX was incepted earlier than JGSRX: DGEFX (8 years) vs JGSRX (13 years). JGSRX (1.39) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 45.00 vs. JGSRX (21.00). DGEFX (0) and JGSRX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 16.11 vs. JGSRX (12.60). DGEFX return over 5 years is better than : 71.37 vs. JGSRX (42.10).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 1.08 | 1.39 | 78% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 8.006 | 11.924 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 1.25B | 38% |
| Annual Yield % from dividends | 2.49 | 2.23 | 112% |
| Returns for 1 year | 16.11 | 12.60 | 128% |
| Returns for 3 years | 31.83 | 26.14 | 122% |
| Returns for 5 years | 71.37 | 42.10 | 170% |
| Returns for 10 years | N/A | 31.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers