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DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
Destinations Equity Income I
Price$13.98
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets489.44M
JHancock Global Shareholder Yield R2
Price$13.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.29B
DGEFX vs JGSRX Comparison Chart in %
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DGEFX vs. JGSRX commentary
Aug 16, 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 StrongBuy and JGSRX is a Buy.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.29B vs. DGEFX (489M). DGEFX pays higher dividends than JGSRX: DGEFX (2.43) vs JGSRX (2.02). DGEFX was incepted earlier than JGSRX: DGEFX (8 years) vs JGSRX (13 years). JGSRX (1.39) 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 : 17.05 vs. JGSRX (12.67). DGEFX return over 5 years is better than : 70.12 vs. JGSRX (40.43).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | 0.94 | 1.24 | 76% |
| Annual Report Gross Expense Ratio | 1.07 | 1.39 | 77% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 12.805 | 17.217 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 1.29B | 38% |
| Annual Yield % from dividends | 2.43 | 2.02 | 120% |
| Returns for 1 year | 17.05 | 12.67 | 135% |
| Returns for 3 years | 30.51 | 26.51 | 115% |
| Returns for 5 years | 70.12 | 40.43 | 173% |
| Returns for 10 years | N/A | 38.66 | - |
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