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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
Lazard Equity Franchise Inst Shr
Price$8.74
Change+$0.08 (+0.92%)
VolumeN/A
Net Assets46.26M
DGEFX vs LZFIX Comparison Chart in %
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DGEFX vs. LZFIX commentary
Oct 18, 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 DGEFX is a Hold and LZFIX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 478M vs. LZFIX (46.3M). LZFIX (2.19) and DGEFX (2.18) have matching dividends . DGEFX was incepted earlier than LZFIX: DGEFX (9 years) vs LZFIX (8 years). DGEFX (1.07) is less costly to investors than LZFIX (0.94). LZFIX is a more actively managed with annual turnover of: 94.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than LZFIX: DGEFX (0) vs LZFIX (10000). DGEFX annual gain was more profitable for investors over the last year : 11.86 vs. LZFIX (-14.82). DGEFX return over 5 years is better than : 75.47 vs. LZFIX (7.50).
| DGEFX | LZFIX | DGEFX / LZFIX | |
| Total Expense Ratio | 0.94 | 0.94 | 100% |
| Annual Report Gross Expense Ratio | 1.07 | 0.94 | 114% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 15.606 | 4.952 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 46.3M | 1,032% |
| Annual Yield % from dividends | 2.18 | 2.19 | 100% |
| Returns for 1 year | 11.86 | -14.82 | -80% |
| Returns for 3 years | 47.24 | -0.14 | -33,200% |
| Returns for 5 years | 75.47 | 7.50 | 1,006% |
| Returns for 10 years | N/A | N/A | - |
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