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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
Sep 21, 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 Hold and JGSRX is a Hold.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.37B vs. DGEFX (506M). JGSRX pays higher dividends than DGEFX: JGSRX (1.99) vs DGEFX (1.80). DGEFX was incepted earlier than JGSRX: DGEFX (10 years) vs JGSRX (15 years). JGSRX (1.38) 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 : 13.16 vs. DGEFX (7.73). DGEFX return over 5 years is better than : 52.53 vs. JGSRX (33.19).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | 0.98 | 1.24 | 79% |
| Annual Report Gross Expense Ratio | 1.10 | 1.38 | 80% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 10.756 | 20.316 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 1.37B | 37% |
| Annual Yield % from dividends | 1.80 | 1.99 | 90% |
| Returns for 1 year | 7.73 | 13.16 | 59% |
| Returns for 3 years | 46.32 | 50.51 | 92% |
| Returns for 5 years | 52.53 | 33.19 | 158% |
| Returns for 10 years | N/A | 67.85 | - |
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