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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$29.77
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets8.98B
LSV Global Managed Volatility Instl
Price$10.17
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets9.19M
FMDRX vs LSVFX Comparison Chart
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FMDRX vs. LSVFX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.98B vs. LSVFX (9.19M). LSVFX pays higher dividends than FMDRX: LSVFX (5.16) vs FMDRX (1.51). FMDRX was incepted earlier than LSVFX: FMDRX (12 years) vs LSVFX (11 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 : 1.72 vs. FMDRX (-0.06). LSVFX return over 5 years is better than : 9.27 vs. FMDRX (2.24).
| FMDRX | LSVFX | FMDRX / LSVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 3.764 | 1.904 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 9.19M | 97,693% |
| Annual Yield % from dividends | 1.51 | 5.16 | 29% |
| Returns for 1 year | -0.06 | 1.72 | -3% |
| Returns for 3 years | -3.63 | -1.78 | 204% |
| Returns for 5 years | 2.24 | 9.27 | 24% |
| Returns for 10 years | -3.56 | 37.47 | -9% |
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