DGEFX
Price
$14.71
Change
-$0.08 (-0.54%)
Updated
Jun 3 closing price
Net Assets
500.05M
JGYIX
Price
$14.66
Change
-$0.12 (-0.81%)
Updated
Jun 3 closing price
Net Assets
1.47B
Interact to see
Advertisement

DGEFX vs JGYIX

Header iconDGEFX vs JGYIX Comparison
Open Charts DGEFX vs JGYIXBanner chart's image
DGEFX vs JGYIX Comparison Chart in %
View a ticker or compare two or three
VS
DGEFX vs. JGYIX 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 JGYIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JGYIX has more cash in the bank: 1.47B vs. DGEFX (500M). JGYIX pays higher dividends than DGEFX: JGYIX (2.16) vs DGEFX (1.85). DGEFX was incepted earlier than JGYIX: DGEFX (9 years) vs JGYIX (19 years). DGEFX (1.07) and JGYIX (1.03) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 62.00 vs. JGYIX (17.00). DGEFX has a lower initial minimum investment than JGYIX: DGEFX (0) vs JGYIX (250000). JGYIX annual gain was more profitable for investors over the last year : 20.61 vs. DGEFX (12.20). DGEFX return over 5 years is better than : 45.93 vs. JGYIX (30.52).
DGEFXJGYIXDGEFX / JGYIX
Total Expense Ratio0.940.84112%
Annual Report Gross Expense Ratio1.071.03104%
Fund Existence9 years19 years-
Gain YTD7.69719.04540%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets500M1.47B34%
Annual Yield % from dividends1.852.1686%
Returns for 1 year12.2020.6159%
Returns for 3 years44.8053.6384%
Returns for 5 years45.9330.52150%
Returns for 10 yearsN/A68.27-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JLGZX78.38N/A
N/A
JPMorgan Large Cap Growth R2
WPVLX29.12N/A
N/A
Weitz Multi Cap Equity-Investor Cl
MENYX9.60N/A
N/A
Madison Covered Call & Equity Income Y
BSMIX21.74N/A
N/A
iShares Russell Small/Mid-Cap Idx Instl
TRWRX28.50N/A
N/A
Transamerica International Equity R