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 236 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LZFIX vs VIVIX | |
| 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 | |
| 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 4. There are 316 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | LZFIX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | LZFIX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | LZFIX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | LZFIX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | LZFIX vs LSVVX |
Top Performing LZFIX Alternatives (YTD)
LZFIX is at 4.44% YTD. There are 310 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | LZFIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | LZFIX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | LZFIX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | LZFIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | LZFIX vs AVLVX |
Lowest Volatility Alternatives to LZFIX
LZFIX has 16.52% 1-year volatility. There are 309 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | LZFIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | LZFIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | LZFIX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | LZFIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | LZFIX vs ACIIX |
Lowest Drawdown Alternatives to LZFIX
LZFIX has a 1-year max drawdown of -19.87%. There are 316 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 Equity Income 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 9 categories.
Often Compared With LZFIX
Investors most often compare LZFIX with LDMIX, LEAIX, VIHAX. These 20 comparison targets span 7 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