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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$28.50
Change-$2.83 (-9.03%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Instl
Price$11.57
Change+$0.07 (+0.61%)
VolumeN/A
CapitalizationN/A
FMDRX vs LSVFX Comparison Chart
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FMDRX vs. LSVFX commentary
Dec 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 7.94B vs. LSVFX (9.04M). 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 : 4.27 vs. FMDRX (-3.78). LSVFX return over 5 years is better than : 21.25 vs. FMDRX (-2.49).
| 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 | -4.539 | 12.768 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.94B | 9.04M | 87,904% |
| Annual Yield % from dividends | 1.51 | 5.16 | 29% |
| Returns for 1 year | -3.78 | 4.27 | -89% |
| Returns for 3 years | -3.97 | 10.38 | -38% |
| Returns for 5 years | -2.49 | 21.25 | -12% |
| Returns for 10 years | -7.48 | 52.64 | -14% |
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