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DGEFX vs JGSRX
DGEFX vs JGSRX Comparison
Open Charts DGEFX vs JGSRX
DGEFX vs JGSRX Comparison Chart in %
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DGEFX vs. JGSRX commentary
Aug 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.39B vs. DGEFX (519M). JGSRX pays higher dividends than DGEFX: JGSRX (2.00) vs DGEFX (1.81). DGEFX was incepted earlier than JGSRX: DGEFX (9 years) vs JGSRX (14 years). JGSRX (1.42) is less costly to investors than DGEFX (1.10). DGEFX is a more actively managed with annual turnover of: 62.00 vs. JGSRX (24.00). DGEFX (0) and JGSRX (0) have matching initial minimum investment requirements. JGSRX annual gain was more profitable for investors over the last year : 15.75 vs. DGEFX (13.06). DGEFX return over 5 years is better than : 55.52 vs. JGSRX (32.89).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | 0.98 | 1.24 | 79% |
| Annual Report Gross Expense Ratio | 1.10 | 1.42 | 77% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 14.517 | 21.611 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 1.39B | 37% |
| Annual Yield % from dividends | 1.81 | 2.00 | 91% |
| Returns for 1 year | 13.06 | 15.75 | 83% |
| Returns for 3 years | 53.23 | 54.46 | 98% |
| Returns for 5 years | 55.52 | 32.89 | 169% |
| Returns for 10 years | N/A | 65.55 | - |
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