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FMDRX vs LZFIX
FMDRX vs LZFIX Comparison
Open Charts FMDRX vs LZFIX
Franklin Mutual Global Discovery R6
Price$29.06
Change-$0.19 (-0.65%)
VolumeN/A
Net Assets8.49B
Lazard Equity Franchise Inst Shr
Price$8.91
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets148.22M
FMDRX vs LZFIX Comparison Chart
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FMDRX vs. LZFIX commentary
Apr 17, 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 FMDRX is a Hold and LZFIX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.49B vs. LZFIX (148M). LZFIX pays higher dividends than FMDRX: LZFIX (2.25) vs FMDRX (2.03). FMDRX was incepted earlier than LZFIX: FMDRX (12 years) vs LZFIX (8 years). LZFIX (0.97) is less costly to investors than FMDRX (0.89). LZFIX is a more actively managed with annual turnover of: 81.00 vs. FMDRX (35.47). LZFIX has a lower initial minimum investment than FMDRX: LZFIX (10000) vs FMDRX (1000000). LZFIX annual gain was more profitable for investors over the last year : -2.41 vs. FMDRX (-3.23). FMDRX return over 5 years is better than : 33.73 vs. LZFIX (30.67).
| FMDRX | LZFIX | FMDRX / LZFIX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.89 | 0.97 | 92% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 1.952 | 7.083 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 148M | 5,738% |
| Annual Yield % from dividends | 2.03 | 2.25 | 90% |
| Returns for 1 year | -3.23 | -2.41 | 134% |
| Returns for 3 years | -2.77 | -16.26 | 17% |
| Returns for 5 years | 33.73 | 30.67 | 110% |
| Returns for 10 years | -9.21 | N/A | - |