DGEFX
Price
$13.86
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
473.42M
LZFOX
Price
$9.69
Change
+$0.02 (+0.21%)
Updated
Jul 25 closing price
Net Assets
47.7M
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DGEFX vs LZFOX

Header iconDGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOXBanner chart's image
Destinations Equity Income I
Price$13.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets473.42M
Lazard Equity Franchise Open Shares
Price$9.69
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets47.7M
DGEFX vs LZFOX Comparison Chart in %
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DGEFX vs. LZFOX commentary
Jul 26, 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 Hold.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 473M vs. LZFOX (47.7M). DGEFX pays higher dividends than LZFOX: DGEFX (2.44) vs LZFOX (1.85). 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 : 16.06 vs. LZFOX (0.78). DGEFX return over 5 years is better than : 73.80 vs. LZFOX (22.32).
DGEFXLZFOXDGEFX / LZFOX
Total Expense Ratio0.941.2078%
Annual Report Gross Expense Ratio1.073.2133%
Fund Existence8 years8 years-
Gain YTD11.75616.32772%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets473M47.7M992%
Annual Yield % from dividends2.441.85132%
Returns for 1 year16.060.782,071%
Returns for 3 years35.04-1.53-2,295%
Returns for 5 years73.8022.32331%
Returns for 10 yearsN/AN/A-
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