Ad is loading...
DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
Lazard Equity Franchise Open Shares
Price$8.75
Change-$0.06 (-0.68%)
VolumeN/A
Net Assets148.23M
DGEFX vs LZFOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LZFOX commentary
Feb 23, 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: 511M vs. LZFOX (148M). 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 : 18.41 vs. LZFOX (-9.46). DGEFX return over 5 years is better than : 41.56 vs. LZFOX (-7.20).
| 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 | 5.267 | 5.042 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 148M | 345% |
| Annual Yield % from dividends | 2.98 | 2.04 | 146% |
| Returns for 1 year | 18.41 | -9.46 | -195% |
| Returns for 3 years | 22.06 | -14.15 | -156% |
| Returns for 5 years | 41.56 | -7.20 | -577% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGCJX | 14.96 | -0.06 | -0.40% |
| Baillie Gifford EAFE Plus All Cap 3 | |||
| PRKCX | 7.40 | -0.05 | -0.67% |
| PGIM Real Estate Income C | |||
| WFMDX | 47.40 | -0.53 | -1.11% |
| Allspring Special Mid Cap Value Admin | |||
| FBSIX | 37.61 | -0.58 | -1.52% |
| Franklin Mutual U.S. Mid Cap Value R6 | |||
| USGLX | 65.01 | -1.09 | -1.65% |
| JHancock U.S. Global Leaders Growth A | |||