DGEFX
Price
$13.57
Change
+$0.12 (+0.89%)
Updated
Jun 26 closing price
Net Assets
464.38M
LZFIX
Price
$9.63
Change
+$0.11 (+1.16%)
Updated
Jun 26 closing price
Net Assets
47.12M
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DGEFX vs LZFIX

Header iconDGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIXBanner chart's image
Destinations Equity Income I
Price$13.57
Change+$0.12 (+0.89%)
VolumeN/A
Net Assets464.38M
Lazard Equity Franchise Inst Shr
Price$9.63
Change+$0.11 (+1.16%)
VolumeN/A
Net Assets47.12M
DGEFX vs LZFIX Comparison Chart in %
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DGEFX vs. LZFIX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 464M vs. LZFIX (47.1M). DGEFX pays higher dividends than LZFIX: DGEFX (2.49) vs LZFIX (2.13). DGEFX was incepted earlier than LZFIX: DGEFX (8 years) vs LZFIX (8 years). DGEFX (1.08) 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 : 15.67 vs. LZFIX (2.62). DGEFX return over 5 years is better than : 74.86 vs. LZFIX (31.26).
DGEFXLZFIXDGEFX / LZFIX
Total Expense Ratio0.960.94102%
Annual Report Gross Expense Ratio1.080.94115%
Fund Existence8 years8 years-
Gain YTD7.68614.28654%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets464M47.1M985%
Annual Yield % from dividends2.492.13117%
Returns for 1 year15.672.62599%
Returns for 3 years29.37-1.94-1,516%
Returns for 5 years74.8631.26239%
Returns for 10 yearsN/AN/A-
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