Interact to see
Advertisement
Advertisement
DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$13.65
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets467.63M
Lazard Equity Franchise Inst Shr
Price$9.50
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets46.97M
DGEFX vs LZFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LZFIX commentary
Jul 19, 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: 468M vs. LZFIX (47M). DGEFX pays higher dividends than LZFIX: DGEFX (2.44) vs LZFIX (2.09). 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 : 12.83 vs. LZFIX (-2.71). DGEFX return over 5 years is better than : 71.04 vs. LZFIX (21.94).
| 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 | 9.981 | 14.166 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 47M | 996% |
| Annual Yield % from dividends | 2.44 | 2.09 | 117% |
| Returns for 1 year | 12.83 | -2.71 | -473% |
| Returns for 3 years | 35.06 | -0.69 | -5,099% |
| Returns for 5 years | 71.04 | 21.94 | 324% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DIVY | 25.90 | 0.21 | +0.80% |
| Sound Equity Dividend Income ETF | |||
| FDL | 42.73 | 0.29 | +0.68% |
| First Trust Morningstar Div Leaders ETF | |||
| UMMA | 26.65 | 0.07 | +0.26% |
| Wahed Dow Jones Islamic World ETF | |||
| GEME | 28.38 | N/A | N/A |
| Pacific NoS Global EM Equity Active ETF | |||
| CSHI | 49.85 | -0.04 | -0.07% |
| NEOS Enhanced Income CA Alt ETF | |||