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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
Lazard Equity Franchise Inst Shr
Price$9.46
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets47.12M
DGEFX vs LZFIX Comparison Chart
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DGEFX vs. LZFIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 467M vs. LZFIX (47.1M). DGEFX pays higher dividends than LZFIX: DGEFX (2.49) vs LZFIX (2.13). DGEFX was incepted earlier than LZFIX: DGEFX (8 years) vs LZFIX (8 years). DGEFX (1.08) is less costly to investors than LZFIX (0.94). LZFIX is a more actively managed with annual turnover of: 94.00 vs. DGEFX (45.00). 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 : 14.14 vs. LZFIX (-0.34). DGEFX return over 5 years is better than : 60.01 vs. LZFIX (15.01).
| DGEFX | LZFIX | DGEFX / LZFIX | |
| Total Expense Ratio | 0.96 | 0.94 | 102% |
| Annual Report Gross Expense Ratio | 1.08 | 0.94 | 115% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 6.885 | 13.565 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 47.1M | 992% |
| Annual Yield % from dividends | 2.49 | 2.13 | 117% |
| Returns for 1 year | 14.14 | -0.34 | -4,206% |
| Returns for 3 years | 20.89 | -9.26 | -226% |
| Returns for 5 years | 60.01 | 15.01 | 400% |
| Returns for 10 years | N/A | N/A | - |
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