LZFIX Alternatives & Similar Mutual Funds

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 237 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	LZFIX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	LZFIX vs VIVIX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	LZFIX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	LZFIX vs FLCOX
TILVX	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 319 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	97	—	Oct 1993	LZFIX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	LZFIX vs FGINX
MALVX	BlackRock Advantage Large Cap Value Fund	96	—	Dec 1999	LZFIX vs MALVX
IDIVX	Integrity Dividend Harvest Fund	96	—	May 2012	LZFIX vs IDIVX
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	95	—	Oct 1992	LZFIX vs BBISX

Top Performing LZFIX Alternatives (YTD)

LZFIX is at 0.28% YTD. There are 317 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	26.47%	—	Jun 2015	LZFIX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	26.18%	—	Nov 1935	LZFIX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.83%	—	Jun 2022	LZFIX vs AVLVX
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	22.16%	—	Jun 2015	LZFIX vs CFJIX
PXTIX	PIMCO RAE PLUS Fund	22.13%	—	Jun 2005	LZFIX vs PXTIX

Lowest Volatility Alternatives to LZFIX

LZFIX has 15.50% 1-year volatility. There are 310 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	LZFIX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	LZFIX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	LZFIX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.49%	—	Feb 1996	LZFIX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.49%	—	Dec 2007	LZFIX vs TMMAX

Lowest Drawdown Alternatives to LZFIX

LZFIX has a 1-year max drawdown of -20.87%. There are 319 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	LZFIX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	LZFIX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	LZFIX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	LZFIX vs TORYX
SVAIX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	41	8.13%	—	—	LZFIX vs GLIFX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	93	22.81%	—	Jul 1994	LZFIX vs LZEMX
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Global Equities	40	8.05%	—	Dec 2009	LZFIX vs GLFOX
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	23	10.52%	—	Oct 2005	LZFIX vs LISIX
ICMPX	Lazard International Quality Growth Portfolio	Foreign Large Cap Equities	2	-2.69%	—	Dec 2018	LZFIX vs ICMPX
LZUSX	Lazard US Equity Focus Portfolio	Large Cap Blend Equities	45	8.10%	—	Dec 2004	LZFIX vs LZUSX
UMNIX	Lazard US Short Duration Fixed Income Portfolio	Ultrashort Bond	—	—	—	Feb 2011	LZFIX vs UMNIX
LZIEX	Lazard International Equity Portfolio	Foreign Large Cap Equities	34	8.69%	—	Oct 1991	LZFIX vs LZIEX
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	52	22.00%	—	Nov 1993	LZFIX vs LZISX
RALIX	Lazard Real Assets Portfolio	Global Allocation	82	11.94%	—	Dec 2016	LZFIX vs RALIX

Often Compared With LZFIX

Investors most often compare LZFIX with LDMIX, LEAIX, VALAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Diversified	82	23.66%	—	Sep 2008	LZFIX vs LDMIX
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Diversified	75	21.21%	—	May 2015	LZFIX vs LEAIX
VALAX	Al Frank Fund	Large Cap Value Equities	93	21.72%	—	May 2006	LZFIX vs VALAX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Blend Equities	69	10.60%	—	Jun 1995	LZFIX vs FLCSX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	22	18.47%	—	Jan 1984	LZFIX vs AVERX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	36	11.84%	—	Jun 2021	LZFIX vs GQHPX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	18.34%	—	Apr 2003	LZFIX vs NEIMX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	14	3.97%	—	Jan 2011	LZFIX vs PSECX
FDETX	Fidelity Advisor Capital Development Fund Class O	Large Cap Value Equities	70	10.71%	—	Dec 1985	LZFIX vs FDETX
FDGFX	Fidelity Dividend Growth Fund	Large Cap Blend Equities, Dividend	78	15.11%	—	Apr 1993	LZFIX vs FDGFX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	94	10.46%	—	Dec 2019	LZFIX vs TOWFX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	85	13.53%	20.50B	Mar 2016	LZFIX vs VIHAX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	90	16.04%	245.00B	Nov 2000	LZFIX vs VVIAX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	41	7.54%	—	Feb 2001	LZFIX vs HDCTX
SMVLX	Smead Value Fund	Large Cap Value Equities	80	18.18%	—	Jan 2008	LZFIX vs SMVLX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	86	11.29%	—	Jul 1999	LZFIX vs AUXFX
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	85	21.60%	—	May 1997	LZFIX vs YAFFX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	70	10.91%	6.45B	Aug 1994	LZFIX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	72	11.11%	—	Jul 1998	LZFIX vs ACIIX
FAIRX	Fairholme Fund	Large Cap Value Equities	16	3.06%	—	Dec 1999	LZFIX vs FAIRX

Compare LZFIX with Any Fund or Stock

Compare LZFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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.

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Lazard Equity Franchise Portfolio (LZFIX) Alternatives