Ad is loading...
FMDRX vs LZFIX
FMDRX vs LZFIX Comparison
Open Charts FMDRX vs LZFIX
Franklin Mutual Global Discovery R6
Price$29.54
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets8.89B
Lazard Equity Franchise Inst Shr
Price$8.32
Change+$0.05 (+0.60%)
VolumeN/A
Net Assets172.83M
FMDRX vs LZFIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMDRX vs. LZFIX commentary
Jan 19, 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 Buy and LZFIX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.89B vs. LZFIX (173M). LZFIX pays higher dividends than FMDRX: LZFIX (2.29) vs FMDRX (1.51). FMDRX was incepted earlier than LZFIX: FMDRX (12 years) vs LZFIX (7 years). 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). FMDRX annual gain was more profitable for investors over the last year : 0.06 vs. LZFIX (-11.53). FMDRX return over 5 years is better than : -0.60 vs. LZFIX (-13.38).
| FMDRX | LZFIX | FMDRX / LZFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 2.963 | -0.120 | -2,468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.89B | 173M | 5,141% |
| Annual Yield % from dividends | 1.51 | 2.29 | 66% |
| Returns for 1 year | 0.06 | -11.53 | -1% |
| Returns for 3 years | -7.01 | -18.20 | 39% |
| Returns for 5 years | -0.60 | -13.38 | 4% |
| Returns for 10 years | -2.44 | N/A | - |