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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$31.25
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets9.09B
LSV Global Managed Volatility Investor
Price$10.82
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets9.66M
FMDRX vs LVAFX Comparison Chart
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FMDRX vs. LVAFX commentary
Apr 04, 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 LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.09B vs. LVAFX (9.66M). LVAFX pays higher dividends than FMDRX: LVAFX (2.26) vs FMDRX (2.03). FMDRX was incepted earlier than LVAFX: FMDRX (12 years) vs LVAFX (11 years). LVAFX (1.48) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 35.47 vs. LVAFX (18.00). LVAFX has a lower initial minimum investment than FMDRX: LVAFX (1000) vs FMDRX (1000000). LVAFX annual gain was more profitable for investors over the last year : 0.63 vs. FMDRX (-0.74). FMDRX return over 5 years is better than : 58.00 vs. LVAFX (53.73).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | 0.89 | 1.00 | 89% |
| Annual Report Gross Expense Ratio | 0.89 | 1.48 | 60% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.470 | 7.044 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.09B | 9.66M | 94,039% |
| Annual Yield % from dividends | 2.03 | 2.26 | 90% |
| Returns for 1 year | -0.74 | 0.63 | -117% |
| Returns for 3 years | 2.76 | 1.60 | 172% |
| Returns for 5 years | 58.00 | 53.73 | 108% |
| Returns for 10 years | -2.01 | 39.85 | -5% |
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