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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$31.90
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.12B
LSV Global Managed Volatility Instl
Price$10.97
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets9.64M
FMDRX vs LSVFX Comparison Chart
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FMDRX vs. LSVFX commentary
Jun 07, 2025
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 Buy and LSVFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. LSVFX (9.64M). LSVFX pays higher dividends than FMDRX: LSVFX (2.48) vs FMDRX (2.00). FMDRX was incepted earlier than LSVFX: FMDRX (12 years) vs LSVFX (11 years). LSVFX (1.14) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 vs. LSVFX (18.00). 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 : 3.40 vs. FMDRX (1.84). LSVFX return over 5 years is better than : 32.39 vs. FMDRX (28.72).
| FMDRX | LSVFX | FMDRX / LSVFX | |
| Total Expense Ratio | 0.88 | 0.75 | 117% |
| Annual Report Gross Expense Ratio | 0.88 | 1.14 | 77% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.014 | 9.820 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 9.64M | 94,607% |
| Annual Yield % from dividends | 2.00 | 2.48 | 81% |
| Returns for 1 year | 1.84 | 3.40 | 54% |
| Returns for 3 years | 5.00 | 7.51 | 67% |
| Returns for 5 years | 28.72 | 32.39 | 89% |
| Returns for 10 years | -0.43 | 46.83 | -1% |
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