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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$32.45
Change-$0.02 (-0.06%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Instl
Price$11.93
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
FMDRX vs LSVFX Comparison Chart
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FMDRX vs. LSVFX commentary
Nov 14, 2024
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 StrongSell and LSVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.18B vs. LSVFX (9.92M). LSVFX pays higher dividends than FMDRX: LSVFX (5.16) vs FMDRX (1.51). FMDRX was incepted earlier than LSVFX: FMDRX (12 years) vs LSVFX (10 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. LSVFX (19.00). LSVFX has a lower initial minimum investment than FMDRX: LSVFX (100000) vs FMDRX (1000000). LSVFX annual gain was more profitable for investors over the last year : 14.07 vs. FMDRX (8.41). LSVFX return over 5 years is better than : 24.78 vs. FMDRX (8.68).
| FMDRX | LSVFX | FMDRX / LSVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 6.442 | 16.667 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.18B | 9.92M | 92,493% |
| Annual Yield % from dividends | 1.51 | 5.16 | 29% |
| Returns for 1 year | 8.41 | 14.07 | 60% |
| Returns for 3 years | -2.71 | 13.52 | -20% |
| Returns for 5 years | 8.68 | 24.78 | 35% |
| Returns for 10 years | 0.99 | 57.60 | 2% |
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