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DGEFX vs JGYIX
DGEFX vs JGYIX Comparison
Open Charts DGEFX vs JGYIX
Destinations Equity Income I
Price$12.80
Change-$0.35 (-2.66%)
VolumeN/A
Net Assets496.61M
JHancock Global Shareholder Yield I
Price$11.71
Change-$0.33 (-2.74%)
VolumeN/A
Net Assets1.2B
DGEFX vs JGYIX Comparison Chart
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DGEFX vs. JGYIX commentary
Apr 04, 2025
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 JGYIX is a Buy.
FUNDAMENTALS
Fundamentals
JGYIX has more cash in the bank: 1.2B vs. DGEFX (497M). JGYIX pays higher dividends than DGEFX: JGYIX (2.69) vs DGEFX (2.53). DGEFX was incepted earlier than JGYIX: DGEFX (8 years) vs JGYIX (18 years). DGEFX (1.08) is less costly to investors than JGYIX (1.01). DGEFX is a more actively managed with annual turnover of: 51.00 vs. JGYIX (21.00). DGEFX has a lower initial minimum investment than JGYIX: DGEFX (0) vs JGYIX (250000). DGEFX annual gain was more profitable for investors over the last year : 14.14 vs. JGYIX (8.85). DGEFX return over 5 years is better than : 91.18 vs. JGYIX (57.72).
| DGEFX | JGYIX | DGEFX / JGYIX | |
| Total Expense Ratio | 0.96 | 0.84 | 114% |
| Annual Report Gross Expense Ratio | 1.08 | 1.01 | 107% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 5.284 | 5.917 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 1.2B | 41% |
| Annual Yield % from dividends | 2.53 | 2.69 | 94% |
| Returns for 1 year | 14.14 | 8.85 | 160% |
| Returns for 3 years | 17.63 | 9.00 | 196% |
| Returns for 5 years | 91.18 | 57.72 | 158% |
| Returns for 10 years | N/A | 23.81 | - |
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