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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$13.10
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets496.21M
Lazard Equity Franchise Inst Shr
Price$8.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets148.79M
DGEFX vs LZFIX Comparison Chart
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DGEFX vs. LZFIX commentary
Apr 03, 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: 496M vs. LZFIX (149M). DGEFX pays higher dividends than LZFIX: DGEFX (2.53) vs LZFIX (2.25). DGEFX was incepted earlier than LZFIX: DGEFX (8 years) vs LZFIX (8 years). DGEFX (1.08) is less costly to investors than LZFIX (0.97). LZFIX is a more actively managed with annual turnover of: 81.00 vs. DGEFX (51.00). 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 : 13.32 vs. LZFIX (-7.93). DGEFX return over 5 years is better than : 87.56 vs. LZFIX (48.67).
| DGEFX | LZFIX | DGEFX / LZFIX | |
| Total Expense Ratio | 0.96 | 0.96 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 0.97 | 111% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 4.964 | 6.963 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 149M | 333% |
| Annual Yield % from dividends | 2.53 | 2.25 | 113% |
| Returns for 1 year | 13.32 | -7.93 | -168% |
| Returns for 3 years | 16.98 | -16.73 | -102% |
| Returns for 5 years | 87.56 | 48.67 | 180% |
| Returns for 10 years | N/A | N/A | - |
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