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FMDRX vs LZFOX
FMDRX vs LZFOX Comparison
Open Charts FMDRX vs LZFOX
Franklin Mutual Global Discovery R6
Price$31.29
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets8.99B
Lazard Equity Franchise Open Shares
Price$9.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets46.75M
FMDRX vs LZFOX Comparison Chart
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FMDRX vs. LZFOX commentary
May 25, 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 StrongBuy and LZFOX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.99B vs. LZFOX (46.8M). FMDRX pays higher dividends than LZFOX: FMDRX (2.07) vs LZFOX (1.95). 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 annual gain was more profitable for investors over the last year : 0.21 vs. LZFOX (0.10). FMDRX return over 5 years is better than : 43.43 vs. LZFOX (29.46).
| 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 | 9.062 | 12.725 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 46.8M | 19,203% |
| Annual Yield % from dividends | 2.07 | 1.95 | 106% |
| Returns for 1 year | 0.21 | 0.10 | 206% |
| Returns for 3 years | 5.98 | -6.92 | -86% |
| Returns for 5 years | 43.43 | 29.46 | 147% |
| Returns for 10 years | -3.53 | N/A | - |
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