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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$14.20
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets474.67M
Lazard Equity Franchise Inst Shr
Price$7.78
Change-$0.08 (-1.02%)
VolumeN/A
Net Assets41.07M
DGEFX vs LZFIX Comparison Chart in %
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DGEFX vs. LZFIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 475M vs. LZFIX (41.1M). LZFIX (2.27) and DGEFX (2.20) 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 : 12.60 vs. LZFIX (-19.83). DGEFX return over 5 years is better than : 66.77 vs. LZFIX (-13.30).
| 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 | 15.120 | -6.576 | -230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 41.1M | 1,156% |
| Annual Yield % from dividends | 2.20 | 2.27 | 97% |
| Returns for 1 year | 12.60 | -19.83 | -64% |
| Returns for 3 years | 34.55 | -18.74 | -184% |
| Returns for 5 years | 66.77 | -13.30 | -502% |
| Returns for 10 years | N/A | N/A | - |
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