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DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$14.70
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets506.39M
Lazard Equity Franchise Open Shares
Price$6.95
Change+$0.12 (+1.76%)
VolumeN/A
Net Assets36.1M
DGEFX vs LZFOX Comparison Chart in %
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DGEFX vs. LZFOX commentary
Feb 05, 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 Buy and LZFOX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 506M vs. LZFOX (36.1M). LZFOX pays higher dividends than DGEFX: LZFOX (6.11) vs DGEFX (1.83). DGEFX was incepted earlier than LZFOX: DGEFX (9 years) vs LZFOX (8 years). LZFOX (3.21) is less costly to investors than DGEFX (1.07). LZFOX is a more actively managed with annual turnover of: 94.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than LZFOX: DGEFX (0) vs LZFOX (2500). DGEFX annual gain was more profitable for investors over the last year : 15.03 vs. LZFOX (-15.08). DGEFX return over 5 years is better than : 63.46 vs. LZFOX (-26.01).
| DGEFX | LZFOX | DGEFX / LZFOX | |
| Total Expense Ratio | 0.94 | 1.20 | 78% |
| Annual Report Gross Expense Ratio | 1.07 | 3.21 | 33% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 6.200 | -5.007 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 36.1M | 1,402% |
| Annual Yield % from dividends | 1.83 | 6.11 | 30% |
| Returns for 1 year | 15.03 | -15.08 | -100% |
| Returns for 3 years | 36.76 | -24.95 | -147% |
| Returns for 5 years | 63.46 | -26.01 | -244% |
| Returns for 10 years | N/A | N/A | - |
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