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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$14.26
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets477.87M
Lazard Equity Franchise Inst Shr
Price$8.83
Change-$0.08 (-0.90%)
VolumeN/A
Net Assets46.44M
DGEFX vs LZFIX Comparison Chart in %
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DGEFX vs. LZFIX commentary
Sep 15, 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: 478M vs. LZFIX (46.4M). DGEFX pays higher dividends than LZFIX: DGEFX (2.34) vs LZFIX (2.15). DGEFX was incepted earlier than LZFIX: DGEFX (8 years) vs LZFIX (8 years). DGEFX (1.07) 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 : 15.17 vs. LZFIX (-13.45). DGEFX return over 5 years is better than : 76.48 vs. LZFIX (12.45).
| DGEFX | LZFIX | DGEFX / LZFIX | |
| Total Expense Ratio | 0.94 | 0.94 | 100% |
| Annual Report Gross Expense Ratio | 1.07 | 0.94 | 114% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 15.064 | 6.033 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 46.4M | 1,030% |
| Annual Yield % from dividends | 2.34 | 2.15 | 109% |
| Returns for 1 year | 15.17 | -13.45 | -113% |
| Returns for 3 years | 39.91 | -4.96 | -805% |
| Returns for 5 years | 76.48 | 12.45 | 614% |
| Returns for 10 years | N/A | N/A | - |
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