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DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$14.32
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets481.44M
Lazard Equity Franchise Open Shares
Price$8.81
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets46.94M
DGEFX vs LZFOX Comparison Chart in %
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DGEFX vs. LZFOX commentary
Oct 08, 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 LZFOX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 481M vs. LZFOX (46.9M). DGEFX pays higher dividends than LZFOX: DGEFX (2.18) vs LZFOX (1.95). DGEFX was incepted earlier than LZFOX: DGEFX (9 years) vs LZFOX (8 years). LZFOX (3.21) is less costly to investors than DGEFX (1.07). LZFOX is a more actively managed with annual turnover of: 94.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than LZFOX: DGEFX (0) vs LZFOX (2500). DGEFX annual gain was more profitable for investors over the last year : 14.61 vs. LZFOX (-12.41). DGEFX return over 5 years is better than : 75.10 vs. LZFOX (6.19).
| DGEFX | LZFOX | DGEFX / LZFOX | |
| Total Expense Ratio | 0.94 | 1.20 | 78% |
| Annual Report Gross Expense Ratio | 1.07 | 3.21 | 33% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 16.093 | 6.153 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 46.9M | 1,026% |
| Annual Yield % from dividends | 2.18 | 1.95 | 112% |
| Returns for 1 year | 14.61 | -12.41 | -118% |
| Returns for 3 years | 51.88 | 3.81 | 1,362% |
| Returns for 5 years | 75.10 | 6.19 | 1,213% |
| Returns for 10 years | N/A | N/A | - |
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