Interact to see
Advertisement
Advertisement
DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$13.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.45M
Lazard Equity Franchise Open Shares
Price$8.88
Change-$0.47 (-5.03%)
VolumeN/A
Net Assets46.09M
DGEFX vs LZFOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LZFOX commentary
Aug 16, 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 StrongBuy and LZFOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 488M vs. LZFOX (46.1M). DGEFX pays higher dividends than LZFOX: DGEFX (2.43) vs LZFOX (1.95). 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 : 16.01 vs. LZFOX (-5.27). DGEFX return over 5 years is better than : 70.12 vs. LZFOX (14.88).
| 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 | 12.805 | 12.245 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 46.1M | 1,059% |
| Annual Yield % from dividends | 2.43 | 1.95 | 125% |
| Returns for 1 year | 16.01 | -5.27 | -304% |
| Returns for 3 years | 29.63 | -10.36 | -286% |
| Returns for 5 years | 70.12 | 14.88 | 471% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement