Interact to see
Advertisement
Advertisement
DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$13.18
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets465.2M
Lazard Equity Franchise Open Shares
Price$9.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets46.75M
DGEFX vs LZFOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LZFOX commentary
May 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 LZFOX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 465M vs. LZFOX (46.8M). DGEFX pays higher dividends than LZFOX: DGEFX (2.57) vs LZFOX (1.95). DGEFX was incepted earlier than LZFOX: DGEFX (8 years) vs LZFOX (8 years). LZFOX (3.21) is less costly to investors than DGEFX (1.08). 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 : 13.07 vs. LZFOX (0.10). DGEFX return over 5 years is better than : 74.06 vs. LZFOX (29.46).
| DGEFX | LZFOX | DGEFX / LZFOX | |
| Total Expense Ratio | 0.96 | 1.20 | 80% |
| Annual Report Gross Expense Ratio | 1.08 | 3.21 | 34% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 5.524 | 12.725 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 46.8M | 994% |
| Annual Yield % from dividends | 2.57 | 1.95 | 132% |
| Returns for 1 year | 13.07 | 0.10 | 12,818% |
| Returns for 3 years | 21.56 | -6.92 | -312% |
| Returns for 5 years | 74.06 | 29.46 | 251% |
| 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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MINRX | 34.96 | 0.04 | +0.11% |
| MFS International Intrinsic Value R1 | |||
| ETHSX | 12.44 | -0.02 | -0.16% |
| Eaton Vance Worldwide Health Sci A | |||
| FFAQX | 16.73 | -0.04 | -0.24% |
| Franklin Global Allocation R6 | |||
| BRSTX | 13.27 | -0.06 | -0.45% |
| MFS Blended Research Small Cap Eq R3 | |||
| KGLAX | 17.43 | -0.13 | -0.74% |
| Kinetics Global Adv A | |||