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FMDRX vs LZFOX
FMDRX vs LZFOX Comparison
Open Charts FMDRX vs LZFOX
Franklin Mutual Global Discovery R6
Price$28.50
Change-$2.83 (-9.03%)
VolumeN/A
CapitalizationN/A
Lazard Equity Franchise Open Shares
Price$8.32
Change-$1.17 (-12.33%)
VolumeN/A
CapitalizationN/A
FMDRX vs LZFOX Comparison Chart
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FMDRX vs. LZFOX commentary
Dec 23, 2024
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 StrongSell and LZFOX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 7.94B vs. LZFOX (152M). 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 : -3.78 vs. LZFOX (-13.47). FMDRX return over 5 years is better than : -2.49 vs. LZFOX (-13.32).
| 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 | -4.539 | -13.998 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.94B | 152M | 5,226% |
| Annual Yield % from dividends | 1.51 | 2.04 | 74% |
| Returns for 1 year | -3.78 | -13.47 | 28% |
| Returns for 3 years | -3.97 | -27.44 | 14% |
| Returns for 5 years | -2.49 | -13.32 | 19% |
| Returns for 10 years | -7.48 | N/A | - |
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