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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$33.13
Change-$0.29 (-0.87%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Instl
Price$11.83
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
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FMDRX vs LSVFX Comparison Chart
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FMDRX vs. LSVFX commentary
Sep 21, 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 StrongBuy and LSVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.54B vs. LSVFX (10.1M). LSVFX pays higher dividends than FMDRX: LSVFX (5.16) vs FMDRX (1.51). FMDRX was incepted earlier than LSVFX: FMDRX (11 years) vs LSVFX (10 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 : 11.24 vs. FMDRX (10.56). LSVFX return over 5 years is better than : 26.52 vs. FMDRX (12.26).
| FMDRX | LSVFX | FMDRX / LSVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 8.552 | 15.302 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.54B | 10.1M | 94,436% |
| Annual Yield % from dividends | 1.51 | 5.16 | 29% |
| Returns for 1 year | 10.56 | 11.24 | 94% |
| Returns for 3 years | 5.75 | 15.81 | 36% |
| Returns for 5 years | 12.26 | 26.52 | 46% |
| Returns for 10 years | 2.41 | 56.38 | 4% |
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