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DGEFX vs LZFOX
DGEFX vs LZFOX Comparison
Open Charts DGEFX vs LZFOX
Destinations Equity Income I
Price$13.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets482.43M
Lazard Equity Franchise Open Shares
Price$7.20
Change+$0.02 (+0.28%)
VolumeN/A
Net Assets37.55M
DGEFX vs LZFOX Comparison Chart in %
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DGEFX vs. LZFOX 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 LZFOX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 482M vs. LZFOX (37.5M). DGEFX (2.13) and LZFOX (2.10) have matching dividends . 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 : 11.53 vs. LZFOX (-14.06). DGEFX return over 5 years is better than : 60.41 vs. LZFOX (-23.85).
| 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 | 12.526 | -13.541 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 37.5M | 1,285% |
| Annual Yield % from dividends | 2.13 | 2.10 | 102% |
| Returns for 1 year | 11.53 | -14.06 | -82% |
| Returns for 3 years | 32.67 | -16.83 | -194% |
| Returns for 5 years | 60.41 | -23.85 | -253% |
| Returns for 10 years | N/A | N/A | - |
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