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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$12.78
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets505.38M
Lazard Equity Franchise Inst Shr
Price$8.32
Change+$0.05 (+0.60%)
VolumeN/A
Net Assets172.83M
DGEFX vs LZFIX Comparison Chart
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DGEFX vs. LZFIX commentary
Jan 19, 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 LZFIX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 505M vs. LZFIX (173M). DGEFX pays higher dividends than LZFIX: DGEFX (2.98) vs LZFIX (2.29). DGEFX was incepted earlier than LZFIX: DGEFX (8 years) vs LZFIX (7 years). LZFIX is a more actively managed with annual turnover of: 81.00 vs. DGEFX (46.00). DGEFX has a lower initial minimum investment than LZFIX: DGEFX (0) vs LZFIX (10000). DGEFX annual gain was more profitable for investors over the last year : 17.29 vs. LZFIX (-11.53). DGEFX return over 5 years is better than : 34.68 vs. LZFIX (-13.38).
| DGEFX | LZFIX | DGEFX / LZFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 1.995 | -0.120 | -1,662% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 173M | 292% |
| Annual Yield % from dividends | 2.98 | 2.29 | 130% |
| Returns for 1 year | 17.29 | -11.53 | -150% |
| Returns for 3 years | 15.63 | -18.20 | -86% |
| Returns for 5 years | 34.68 | -13.38 | -259% |
| Returns for 10 years | N/A | N/A | - |