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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$30.94
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets9.16B
LSV Global Managed Volatility Instl
Price$10.55
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets9.49M
FMDRX vs LSVFX Comparison Chart
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FMDRX vs. LSVFX commentary
Feb 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 Hold and LSVFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. LSVFX (9.49M). 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 : 2.82 vs. FMDRX (1.64). LSVFX return over 5 years is better than : 15.13 vs. FMDRX (7.20).
| 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 | 7.842 | 5.711 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 9.49M | 96,595% |
| Annual Yield % from dividends | 1.51 | 5.16 | 29% |
| Returns for 1 year | 1.64 | 2.82 | 58% |
| Returns for 3 years | 0.91 | 3.22 | 28% |
| Returns for 5 years | 7.20 | 15.13 | 48% |
| Returns for 10 years | -2.88 | 40.64 | -7% |
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