Ad is loading...
FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$31.40
Change-$0.70 (-2.18%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Investor
Price$11.57
Change-$0.22 (-1.87%)
VolumeN/A
CapitalizationN/A
FMDRX vs LVAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMDRX vs. LVAFX commentary
Dec 19, 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 LVAFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.96B vs. LVAFX (9.15M). LVAFX pays higher dividends than FMDRX: LVAFX (4.88) vs FMDRX (1.51). FMDRX was incepted earlier than LVAFX: FMDRX (12 years) vs LVAFX (10 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. LVAFX (19.00). 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 : 5.73 vs. FMDRX (1.32). LVAFX return over 5 years is better than : 21.94 vs. FMDRX (4.85).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 5.293 | 14.023 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 9.15M | 97,859% |
| Annual Yield % from dividends | 1.51 | 4.88 | 31% |
| Returns for 1 year | 1.32 | 5.73 | 23% |
| Returns for 3 years | 6.79 | 11.06 | 61% |
| Returns for 5 years | 4.85 | 21.94 | 22% |
| Returns for 10 years | 2.79 | 51.76 | 5% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers