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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$33.50
Change-$0.25 (-0.74%)
VolumeN/A
Net Assets9.49B
LSV Global Managed Volatility Instl
Price$11.61
Change-$0.10 (-0.85%)
VolumeN/A
Net Assets10.22M
FMDRX vs LSVFX Comparison Chart in %
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FMDRX vs. LSVFX commentary
Oct 10, 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: 9.49B vs. LSVFX (10.2M). LSVFX pays higher dividends than FMDRX: LSVFX (2.34) vs FMDRX (1.87). 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). FMDRX annual gain was more profitable for investors over the last year : 4.44 vs. LSVFX (0.95). LSVFX (41.45) and FMDRX (40.28) 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 | 17.637 | 17.335 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.49B | 10.2M | 93,078% |
| Annual Yield % from dividends | 1.87 | 2.34 | 80% |
| Returns for 1 year | 4.44 | 0.95 | 467% |
| Returns for 3 years | 35.32 | 32.36 | 109% |
| Returns for 5 years | 40.28 | 41.45 | 97% |
| Returns for 10 years | 14.40 | 63.67 | 23% |
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