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DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$13.88
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets488.93M
Lazard Equity Franchise Inst Shr
Price$7.18
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets37.44M
DGEFX vs LZFIX Comparison Chart in %
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DGEFX vs. LZFIX commentary
Dec 27, 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: 489M vs. LZFIX (37.4M). LZFIX pays higher dividends than DGEFX: LZFIX (2.36) vs DGEFX (2.13). 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 : 11.62 vs. LZFIX (-13.88). DGEFX return over 5 years is better than : 60.41 vs. LZFIX (-23.36).
| 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 | 12.526 | -13.781 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 37.4M | 1,307% |
| Annual Yield % from dividends | 2.13 | 2.36 | 90% |
| Returns for 1 year | 11.62 | -13.88 | -84% |
| Returns for 3 years | 33.14 | -16.63 | -199% |
| Returns for 5 years | 60.41 | -23.36 | -259% |
| Returns for 10 years | N/A | N/A | - |
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