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DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$14.20
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets474.67M
Lazard Equity Franchise Open Shares
Price$7.75
Change-$0.09 (-1.15%)
VolumeN/A
Net Assets41.07M
DGEFX vs LZFOX Comparison Chart in %
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DGEFX vs. LZFOX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 475M vs. LZFOX (41.1M). DGEFX pays higher dividends than LZFOX: DGEFX (2.20) vs LZFOX (2.02). 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 : 12.60 vs. LZFOX (-20.19). DGEFX return over 5 years is better than : 66.77 vs. LZFOX (-14.89).
| 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 | 15.120 | -6.936 | -218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 41.1M | 1,156% |
| Annual Yield % from dividends | 2.20 | 2.02 | 109% |
| Returns for 1 year | 12.60 | -20.19 | -62% |
| Returns for 3 years | 34.55 | -19.51 | -177% |
| Returns for 5 years | 66.77 | -14.89 | -448% |
| Returns for 10 years | N/A | N/A | - |
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