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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$28.89
Change+$0.53 (+1.87%)
VolumeN/A
Net Assets8.25B
LSV Global Managed Volatility Instl
Price$10.16
Change+$0.17 (+1.70%)
VolumeN/A
Net Assets9.03M
FMDRX vs LSVFX Comparison Chart
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FMDRX vs. LSVFX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.25B vs. LSVFX (9.03M). LSVFX pays higher dividends than FMDRX: LSVFX (2.53) vs FMDRX (2.03). FMDRX was incepted earlier than LSVFX: FMDRX (12 years) vs LSVFX (11 years). LSVFX (1.14) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 35.47 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 : -4.62 vs. FMDRX (-8.37). LSVFX return over 5 years is better than : 32.41 vs. FMDRX (28.34).
| FMDRX | LSVFX | FMDRX / LSVFX | |
| Total Expense Ratio | 0.89 | 0.75 | 119% |
| Annual Report Gross Expense Ratio | 0.89 | 1.14 | 78% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -1.150 | 0.100 | -1,148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 9.03M | 91,357% |
| Annual Yield % from dividends | 2.03 | 2.53 | 80% |
| Returns for 1 year | -8.37 | -4.62 | 181% |
| Returns for 3 years | -4.84 | -4.51 | 107% |
| Returns for 5 years | 28.34 | 32.41 | 87% |
| Returns for 10 years | -12.54 | 31.37 | -40% |
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