Interact to see
Advertisement
Advertisement
DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets475.29M
Lazard Equity Franchise Open Shares
Price$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets48.58M
DGEFX vs LZFOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LZFOX commentary
Jul 04, 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: 475M vs. LZFOX (48.6M). 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 (1.08). 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 : 17.98 vs. LZFOX (5.56). DGEFX return over 5 years is better than : 74.75 vs. LZFOX (28.68).
| DGEFX | LZFOX | DGEFX / LZFOX | |
| Total Expense Ratio | 0.96 | 1.20 | 80% |
| Annual Report Gross Expense Ratio | 1.08 | 3.21 | 34% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 10.546 | 18.007 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 48.6M | 977% |
| Annual Yield % from dividends | 2.44 | 1.85 | 132% |
| Returns for 1 year | 17.98 | 5.56 | 323% |
| Returns for 3 years | 33.70 | 2.07 | 1,630% |
| Returns for 5 years | 74.75 | 28.68 | 261% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement