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FMDRX vs LZFOX
FMDRX vs LZFOX Comparison
Open Charts FMDRX vs LZFOX
Franklin Mutual Global Discovery R6
Price$33.04
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets9.37B
Lazard Equity Franchise Open Shares
Price$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets48.58M
FMDRX vs LZFOX Comparison Chart in %
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FMDRX 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 FMDRX is a Buy and LZFOX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.37B vs. LZFOX (48.6M). FMDRX (1.94) and LZFOX (1.85) have matching dividends . FMDRX was incepted earlier than LZFOX: FMDRX (12 years) vs LZFOX (8 years). LZFOX (3.21) is less costly to investors than FMDRX (0.88). LZFOX is a more actively managed with annual turnover of: 94.00 vs. FMDRX (34.55). LZFOX has a lower initial minimum investment than FMDRX: LZFOX (2500) vs FMDRX (1000000). FMDRX (5.82) and LZFOX (5.56) have marching annual gain over last year. FMDRX return over 5 years is better than : 43.04 vs. LZFOX (28.68).
| FMDRX | LZFOX | FMDRX / LZFOX | |
| Total Expense Ratio | 0.88 | 1.20 | 73% |
| Annual Report Gross Expense Ratio | 0.88 | 3.21 | 27% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 14.848 | 18.007 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 48.6M | 19,274% |
| Annual Yield % from dividends | 1.94 | 1.85 | 105% |
| Returns for 1 year | 5.82 | 5.56 | 105% |
| Returns for 3 years | 18.69 | 2.07 | 904% |
| Returns for 5 years | 43.04 | 28.68 | 150% |
| Returns for 10 years | 5.06 | N/A | - |
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