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FMDRX vs LZFOX
FMDRX vs LZFOX Comparison
Open Charts FMDRX vs LZFOX
Franklin Mutual Global Discovery R6
Price$33.19
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets9.29B
Lazard Equity Franchise Open Shares
Price$8.88
Change-$0.47 (-5.03%)
VolumeN/A
Net Assets46.09M
FMDRX vs LZFOX Comparison Chart in %
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FMDRX vs. LZFOX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.29B vs. LZFOX (46.1M). FMDRX (1.98) and LZFOX (1.95) 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 annual gain was more profitable for investors over the last year : 4.44 vs. LZFOX (-5.27). FMDRX return over 5 years is better than : 36.42 vs. LZFOX (14.88).
| 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 | 15.336 | 12.245 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.29B | 46.1M | 20,161% |
| Annual Yield % from dividends | 1.98 | 1.95 | 102% |
| Returns for 1 year | 4.44 | -5.27 | -84% |
| Returns for 3 years | 12.59 | -10.36 | -122% |
| Returns for 5 years | 36.42 | 14.88 | 245% |
| Returns for 10 years | 5.23 | N/A | - |
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