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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
Jul 14, 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: 1.46B vs. DGEFX (505M). JGSRX pays higher dividends than DGEFX: JGSRX (2.04) vs DGEFX (1.87). 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 : 15.88 vs. DGEFX (11.30). DGEFX return over 5 years is better than : 50.89 vs. JGSRX (30.66).
| 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 | 10.240 | 19.183 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 1.46B | 35% |
| Annual Yield % from dividends | 1.87 | 2.04 | 92% |
| Returns for 1 year | 11.30 | 15.88 | 71% |
| Returns for 3 years | 43.82 | 47.42 | 92% |
| Returns for 5 years | 50.89 | 30.66 | 166% |
| Returns for 10 years | N/A | 61.64 | - |
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