Interact to see
Advertisement
Advertisement
DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$14.12
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets476.19M
Lazard Equity Franchise Open Shares
Price$8.90
Change+$0.09 (+1.02%)
VolumeN/A
Net Assets47.17M
DGEFX vs LZFOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LZFOX commentary
Sep 06, 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 LZFOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. LZFOX (47.2M). DGEFX pays higher dividends than LZFOX: DGEFX (2.34) vs LZFOX (1.91). DGEFX was incepted earlier than LZFOX: DGEFX (8 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 : 13.95 vs. LZFOX (-12.91). DGEFX return over 5 years is better than : 73.64 vs. LZFOX (10.93).
| DGEFX | LZFOX | DGEFX / LZFOX | |
| Total Expense Ratio | 0.94 | 1.20 | 78% |
| Annual Report Gross Expense Ratio | 1.07 | 3.21 | 33% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 13.935 | 6.874 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 47.2M | 1,008% |
| Annual Yield % from dividends | 2.34 | 1.91 | 123% |
| Returns for 1 year | 13.95 | -12.91 | -108% |
| Returns for 3 years | 39.28 | -4.16 | -944% |
| Returns for 5 years | 73.64 | 10.93 | 674% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement