Interact to see
Advertisement
Advertisement
DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$14.32
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets481.44M
Lazard Equity Franchise Inst Shr
Price$8.83
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets46.94M
DGEFX vs LZFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LZFIX commentary
Oct 08, 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 Hold and LZFIX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 481M vs. LZFIX (46.9M). LZFIX (2.19) and DGEFX (2.18) have matching dividends . DGEFX was incepted earlier than LZFIX: DGEFX (9 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 : 14.61 vs. LZFIX (-12.14). DGEFX return over 5 years is better than : 75.10 vs. LZFIX (7.99).
| DGEFX | LZFIX | DGEFX / LZFIX | |
| Total Expense Ratio | 0.94 | 0.94 | 100% |
| Annual Report Gross Expense Ratio | 1.07 | 0.94 | 114% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 16.093 | 6.393 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 46.9M | 1,026% |
| Annual Yield % from dividends | 2.18 | 2.19 | 100% |
| Returns for 1 year | 14.61 | -12.14 | -120% |
| Returns for 3 years | 51.88 | 4.61 | 1,124% |
| Returns for 5 years | 75.10 | 7.99 | 940% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement