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FMDRX vs LZFOX
FMDRX vs LZFOX Comparison
Open Charts FMDRX vs LZFOX
Franklin Mutual Global Discovery R6
Price$30.94
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets9.16B
Lazard Equity Franchise Open Shares
Price$8.75
Change-$0.06 (-0.68%)
VolumeN/A
Net Assets148.23M
FMDRX vs LZFOX Comparison Chart
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FMDRX vs. LZFOX commentary
Feb 23, 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 LZFOX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. LZFOX (148M). LZFOX pays higher dividends than FMDRX: LZFOX (2.04) vs FMDRX (1.51). FMDRX was incepted earlier than LZFOX: FMDRX (12 years) vs LZFOX (7 years). LZFOX is a more actively managed with annual turnover of: 81.00 vs. FMDRX (35.47). LZFOX has a lower initial minimum investment than FMDRX: LZFOX (2500) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 1.64 vs. LZFOX (-9.46). FMDRX return over 5 years is better than : 7.20 vs. LZFOX (-7.20).
| FMDRX | LZFOX | FMDRX / LZFOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 7.842 | 5.042 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 148M | 6,192% |
| Annual Yield % from dividends | 1.51 | 2.04 | 74% |
| Returns for 1 year | 1.64 | -9.46 | -17% |
| Returns for 3 years | 0.91 | -14.15 | -6% |
| Returns for 5 years | 7.20 | -7.20 | -100% |
| Returns for 10 years | -2.88 | N/A | - |
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