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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$32.52
Change+$0.20 (+0.62%)
VolumeN/A
Net Assets9.16B
LSV Global Managed Volatility Instl
Price$11.16
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets9.72M
FMDRX vs LSVFX Comparison Chart in %
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FMDRX vs. LSVFX commentary
Jul 17, 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: 9.16B vs. LSVFX (9.72M). LSVFX pays higher dividends than FMDRX: LSVFX (2.44) vs FMDRX (1.94). 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 : 2.19 vs. FMDRX (0.82). LSVFX (37.14) and FMDRX (36.03) have equivalent 5 years return.
| 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 | 12.652 | 11.323 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 9.72M | 94,260% |
| Annual Yield % from dividends | 1.94 | 2.44 | 80% |
| Returns for 1 year | 0.82 | 2.19 | 38% |
| Returns for 3 years | 18.47 | 16.31 | 113% |
| Returns for 5 years | 36.03 | 37.14 | 97% |
| Returns for 10 years | 0.41 | 47.38 | 1% |
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