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FMDRX vs LZFOX
FMDRX vs LZFOX Comparison
Open Charts FMDRX vs LZFOX
Franklin Mutual Global Discovery R6
Price$33.94
Change+$0.17 (+0.50%)
VolumeN/A
Net Assets9.47B
Lazard Equity Franchise Open Shares
Price$8.75
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets46.39M
FMDRX vs LZFOX Comparison Chart in %
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FMDRX 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 FMDRX is a Hold and LZFOX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.47B vs. LZFOX (46.4M). LZFOX (1.95) and FMDRX (1.87) have matching dividends . FMDRX was incepted earlier than LZFOX: FMDRX (12 years) vs LZFOX (8 years). LZFOX (3.21) is less costly to investors than FMDRX (0.88). LZFOX is a more actively managed with annual turnover of: 94.00 vs. FMDRX (34.55). LZFOX has a lower initial minimum investment than FMDRX: LZFOX (2500) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 4.67 vs. LZFOX (-14.87). FMDRX return over 5 years is better than : 42.91 vs. LZFOX (6.43).
| FMDRX | LZFOX | FMDRX / LZFOX | |
| Total Expense Ratio | 0.88 | 1.20 | 73% |
| Annual Report Gross Expense Ratio | 0.88 | 3.21 | 27% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 18.299 | 5.072 | 361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 46.4M | 20,418% |
| Annual Yield % from dividends | 1.87 | 1.95 | 96% |
| Returns for 1 year | 4.67 | -14.87 | -31% |
| Returns for 3 years | 30.73 | -0.37 | -8,401% |
| Returns for 5 years | 42.91 | 6.43 | 667% |
| Returns for 10 years | 13.01 | N/A | - |
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