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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$12.85
Change-$0.05 (-0.39%)
VolumeN/A
CapitalizationN/A
Lazard Equity Franchise Inst Shr
Price$9.86
Change-$0.06 (-0.60%)
VolumeN/A
CapitalizationN/A
DGEFX vs LZFIX Comparison Chart
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DGEFX vs. LZFIX commentary
Nov 18, 2024
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 StrongBuy and LZFIX is a StrongSell.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 582M vs. LZFIX (181M). 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 : 22.51 vs. LZFIX (2.46). DGEFX return over 5 years is better than : 38.72 vs. LZFIX (-1.49).
| 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 | 15.276 | -0.303 | -5,036% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 181M | 322% |
| Annual Yield % from dividends | 2.98 | 2.29 | 130% |
| Returns for 1 year | 22.51 | 2.46 | 914% |
| Returns for 3 years | 20.54 | -15.30 | -134% |
| Returns for 5 years | 38.72 | -1.49 | -2,597% |
| Returns for 10 years | N/A | N/A | - |