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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$12.80
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets470.17M
Lazard Equity Franchise Inst Shr
Price$9.09
Change+$0.06 (+0.66%)
VolumeN/A
Net Assets150.12M
DGEFX vs LZFIX Comparison Chart
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DGEFX vs. LZFIX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 470M vs. LZFIX (150M). 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 : 11.02 vs. LZFIX (-3.24). DGEFX return over 5 years is better than : 69.49 vs. LZFIX (35.73).
| 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 | 1.361 | 9.124 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 150M | 313% |
| Annual Yield % from dividends | 2.53 | 2.25 | 113% |
| Returns for 1 year | 11.02 | -3.24 | -340% |
| Returns for 3 years | 15.31 | -14.06 | -109% |
| Returns for 5 years | 69.49 | 35.73 | 194% |
| Returns for 10 years | N/A | N/A | - |
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