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DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
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.
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).
| 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 | 11.756 | 16.327 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 47.7M | 992% |
| Annual Yield % from dividends | 2.44 | 1.85 | 132% |
| Returns for 1 year | 16.06 | 0.78 | 2,071% |
| Returns for 3 years | 35.04 | -1.53 | -2,295% |
| Returns for 5 years | 73.80 | 22.32 | 331% |
| Returns for 10 years | N/A | N/A | - |
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