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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
Jun 04, 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: 1.46B vs. DGEFX (492M). DGEFX (1.85) and JGSRX (1.83) have matching dividends . DGEFX was incepted earlier than JGSRX: DGEFX (9 years) vs JGSRX (14 years). JGSRX (1.42) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 62.00 vs. JGSRX (17.00). DGEFX (0) and JGSRX (0) have matching initial minimum investment requirements. JGSRX annual gain was more profitable for investors over the last year : 19.32 vs. DGEFX (12.98). DGEFX return over 5 years is better than : 47.36 vs. JGSRX (28.49).
| DGEFX | JGSRX | DGEFX / JGSRX | |
| Total Expense Ratio | 0.94 | 1.24 | 76% |
| Annual Report Gross Expense Ratio | 1.07 | 1.42 | 75% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 8.283 | 17.648 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 1.46B | 34% |
| Annual Yield % from dividends | 1.85 | 1.83 | 101% |
| Returns for 1 year | 12.98 | 19.32 | 67% |
| Returns for 3 years | 45.59 | 50.48 | 90% |
| Returns for 5 years | 47.36 | 28.49 | 166% |
| Returns for 10 years | N/A | 62.78 | - |
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