Interact to see
Advertisement
Advertisement
DGEFX vs LZFIX
DGEFX vs LZFIX Comparison
Open Charts DGEFX vs LZFIX
Destinations Equity Income I
Price$14.10
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets490.64M
Lazard Equity Franchise Inst Shr
Price$7.17
Change+$0.05 (+0.70%)
VolumeN/A
Net Assets37.01M
DGEFX vs LZFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LZFIX commentary
Jan 16, 2026
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: 491M vs. LZFIX (37M). LZFIX pays higher dividends than DGEFX: LZFIX (6.26) vs DGEFX (1.92). 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 : 15.14 vs. LZFIX (-5.79). DGEFX return over 5 years is better than : 57.84 vs. LZFIX (-21.11).
| 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 | 2.845 | -0.417 | -683% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 37M | 1,327% |
| Annual Yield % from dividends | 1.92 | 6.26 | 31% |
| Returns for 1 year | 15.14 | -5.79 | -262% |
| Returns for 3 years | 31.42 | -17.08 | -184% |
| Returns for 5 years | 57.84 | -21.11 | -274% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement