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DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$12.14
Change-$0.20 (-1.62%)
VolumeN/A
Net Assets463.29M
Lazard Equity Franchise Open Shares
Price$8.58
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets143.1M
DGEFX vs LZFOX Comparison Chart
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DGEFX vs. LZFOX commentary
Apr 12, 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: 463M vs. LZFOX (143M). DGEFX pays higher dividends than LZFOX: DGEFX (2.53) vs LZFOX (1.99). DGEFX was incepted earlier than LZFOX: DGEFX (8 years) vs LZFOX (8 years). LZFOX (2.73) is less costly to investors than DGEFX (1.08). LZFOX is a more actively managed with annual turnover of: 81.00 vs. DGEFX (51.00). 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 : 8.58 vs. LZFOX (-8.34). DGEFX return over 5 years is better than : 63.89 vs. LZFOX (24.60).
| DGEFX | LZFOX | DGEFX / LZFOX | |
| Total Expense Ratio | 0.96 | 1.21 | 79% |
| Annual Report Gross Expense Ratio | 1.08 | 2.73 | 40% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | -1.201 | 3.001 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 143M | 324% |
| Annual Yield % from dividends | 2.53 | 1.99 | 127% |
| Returns for 1 year | 8.58 | -8.34 | -103% |
| Returns for 3 years | 10.02 | -19.79 | -51% |
| Returns for 5 years | 63.89 | 24.60 | 260% |
| Returns for 10 years | N/A | N/A | - |
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