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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$32.65
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Instl
Price$11.95
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FMDRX vs LSVFX Comparison Chart
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FMDRX vs. LSVFX commentary
Nov 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. LSVFX (9.8M). LSVFX pays higher dividends than FMDRX: LSVFX (5.16) vs FMDRX (1.51). FMDRX was incepted earlier than LSVFX: FMDRX (12 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 : 11.58 vs. FMDRX (7.25). LSVFX return over 5 years is better than : 24.03 vs. FMDRX (9.77).
| FMDRX | LSVFX | FMDRX / LSVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 7.098 | 16.472 | 43% |
| 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 | 9.8M | 93,441% |
| Annual Yield % from dividends | 1.51 | 5.16 | 29% |
| Returns for 1 year | 7.25 | 11.58 | 63% |
| Returns for 3 years | -0.11 | 14.78 | -1% |
| Returns for 5 years | 9.77 | 24.03 | 41% |
| Returns for 10 years | -0.15 | 55.95 | -0% |
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