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DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$12.87
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets511.6M
Lazard Equity Franchise Open Shares
Price$8.40
Change-$0.04 (-0.47%)
VolumeN/A
Net Assets175.34M
DGEFX vs LZFOX Comparison Chart
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DGEFX vs. LZFOX commentary
Jan 24, 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.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 512M vs. LZFOX (175M). DGEFX pays higher dividends than LZFOX: DGEFX (2.98) vs LZFOX (2.04). DGEFX was incepted earlier than LZFOX: DGEFX (8 years) vs LZFOX (7 years). LZFOX is a more actively managed with annual turnover of: 81.00 vs. DGEFX (46.00). 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 : 17.17 vs. LZFOX (-11.92). DGEFX return over 5 years is better than : 37.11 vs. LZFOX (-12.57).
| DGEFX | LZFOX | DGEFX / LZFOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 2.713 | 0.840 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 175M | 293% |
| Annual Yield % from dividends | 2.98 | 2.04 | 146% |
| Returns for 1 year | 17.17 | -11.92 | -144% |
| Returns for 3 years | 19.20 | -15.54 | -124% |
| Returns for 5 years | 37.11 | -12.57 | -295% |
| Returns for 10 years | N/A | N/A | - |
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