Lazard Equity Franchise Portfolio (LZFIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LZFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LZFIX
LZFIX charges 0.99% annually. There are 238 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | LZFIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LZFIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LZFIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | LZFIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LZFIX vs TILVX |
Best Risk-Adjusted Alternatives to LZFIX
LZFIX has a PortfoliosLab risk / return rank of 1. There are 321 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | LZFIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | LZFIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | LZFIX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | LZFIX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | LZFIX vs SABTX |
Top Performing LZFIX Alternatives (YTD)
LZFIX is at -8.19% YTD. There are 320 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | LZFIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | LZFIX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | LZFIX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | LZFIX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | LZFIX vs YAFFX |
Lowest Volatility Alternatives to LZFIX
LZFIX has 15.05% 1-year volatility. There are 307 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | LZFIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | LZFIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | LZFIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | LZFIX vs TMMAX | |
| American Century Equity Income Fund | 8.50% | 6.45B | Aug 1994 | LZFIX vs TWEIX |
Lowest Drawdown Alternatives to LZFIX
LZFIX has a 1-year max drawdown of -21.51%. There are 320 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | LZFIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LZFIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LZFIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LZFIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LZFIX vs SVAIX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 7 categories.
Often Compared With LZFIX
Investors most often compare LZFIX with LDMIX, LEAIX, NEIMX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LZFIX with Any Fund or Stock
Compare LZFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LZFIX with funds that move differently
Lazard Equity Franchise Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LZFIX.
Explore LZFIX Diversifiers