Lazard Equity Franchise Portfolio (LZFIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LZFIX
LZFIX charges 0.99% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LZFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LZFIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LZFIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LZFIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LZFIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | LZFIX vs TILVX |
Best Risk-Adjusted Alternatives to LZFIX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | LZFIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | LZFIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LZFIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LZFIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | LZFIX vs VALAX |
Top Performing LZFIX Alternatives (YTD)
LZFIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | LZFIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | LZFIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LZFIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | LZFIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | LZFIX vs HFCVX |
Lowest Volatility Alternatives to LZFIX
LZFIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | LZFIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LZFIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LZFIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | LZFIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | LZFIX vs ACIIX |
Lowest Drawdown Alternatives to LZFIX
LZFIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | LZFIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LZFIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LZFIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LZFIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LZFIX vs PSECX |
Other Mutual Funds from Lazard
Most popular Lazard mutual funds on PortfoliosLab, across asset classes.
Compare LZFIX with Any Fund or Stock
Compare LZFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.