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DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$14.36
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets481.36M
Lazard Equity Franchise Open Shares
Price$8.75
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets46.39M
DGEFX vs LZFOX Comparison Chart in %
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DGEFX vs. LZFOX commentary
Oct 21, 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 LZFOX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 481M vs. LZFOX (46.4M). DGEFX pays higher dividends than LZFOX: DGEFX (2.18) vs LZFOX (1.95). 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 : 12.39 vs. LZFOX (-14.87). DGEFX return over 5 years is better than : 79.37 vs. LZFOX (6.43).
| 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 | 16.417 | 5.072 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 46.4M | 1,037% |
| Annual Yield % from dividends | 2.18 | 1.95 | 112% |
| Returns for 1 year | 12.39 | -14.87 | -83% |
| Returns for 3 years | 47.44 | -0.37 | -12,969% |
| Returns for 5 years | 79.37 | 6.43 | 1,234% |
| Returns for 10 years | N/A | N/A | - |
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