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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 03, 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 Buy.
FUNDAMENTALS
Fundamentals
JGSRX has more cash in the bank: 1.38B vs. DGEFX (512M). 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 : 17.94 vs. DGEFX (14.13). DGEFX return over 5 years is better than : 53.98 vs. JGSRX (31.87).
| 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 | 12.305 | 19.992 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 1.38B | 37% |
| Annual Yield % from dividends | 1.81 | 2.00 | 91% |
| Returns for 1 year | 14.13 | 17.94 | 79% |
| Returns for 3 years | 44.70 | 46.78 | 96% |
| Returns for 5 years | 53.98 | 31.87 | 169% |
| Returns for 10 years | N/A | 63.35 | - |
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