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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
Lazard Equity Franchise Inst Shr
Price$8.76
Change-$0.06 (-0.68%)
VolumeN/A
Net Assets148.23M
DGEFX vs LZFIX Comparison Chart
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DGEFX vs. LZFIX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 511M vs. LZFIX (148M). 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 : 18.41 vs. LZFIX (-9.11). DGEFX return over 5 years is better than : 41.56 vs. LZFIX (-5.62).
| 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 | 5.267 | 5.162 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 148M | 345% |
| Annual Yield % from dividends | 2.98 | 2.29 | 130% |
| Returns for 1 year | 18.41 | -9.11 | -202% |
| Returns for 3 years | 22.06 | -13.47 | -164% |
| Returns for 5 years | 41.56 | -5.62 | -740% |
| Returns for 10 years | N/A | N/A | - |
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