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DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
Destinations Equity Income I
Price$13.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets473.42M
JHancock Global Shareholder Yield R2
Price$13.10
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.27B
DGEFX vs JGSRX Comparison Chart in %
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DGEFX vs. JGSRX commentary
Jul 26, 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: 1.27B vs. DGEFX (473M). DGEFX pays higher dividends than JGSRX: DGEFX (2.44) 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 : 16.06 vs. JGSRX (12.28). DGEFX return over 5 years is better than : 73.80 vs. JGSRX (42.75).
| 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 | 11.756 | 15.450 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 1.27B | 37% |
| Annual Yield % from dividends | 2.44 | 2.02 | 121% |
| Returns for 1 year | 16.06 | 12.28 | 131% |
| Returns for 3 years | 35.04 | 31.07 | 113% |
| Returns for 5 years | 73.80 | 42.75 | 173% |
| Returns for 10 years | N/A | 37.43 | - |
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