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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$32.28
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets9.05B
LSV Global Managed Volatility Instl
Price$11.24
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets9.83M
FMDRX vs LSVFX Comparison Chart in %
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FMDRX vs. LSVFX commentary
Aug 08, 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: 9.05B vs. LSVFX (9.83M). LSVFX pays higher dividends than FMDRX: LSVFX (2.46) vs FMDRX (1.98). 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 (5.37) and FMDRX (5.21) have marching annual gain over last year. LSVFX return over 5 years is better than : 36.52 vs. FMDRX (34.71).
| 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 | 11.955 | 12.325 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 9.83M | 92,024% |
| Annual Yield % from dividends | 1.98 | 2.46 | 81% |
| Returns for 1 year | 5.21 | 5.37 | 97% |
| Returns for 3 years | 12.38 | 15.10 | 82% |
| Returns for 5 years | 34.71 | 36.52 | 95% |
| Returns for 10 years | 0.39 | 50.18 | 1% |
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