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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$30.03
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets8.61B
LSV Global Managed Volatility Investor
Price$10.62
Change+$0.08 (+0.76%)
VolumeN/A
Net Assets9.44M
FMDRX vs LVAFX Comparison Chart
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FMDRX vs. LVAFX commentary
Apr 25, 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 StrongBuy and LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.61B vs. LVAFX (9.44M). 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 : -0.25 vs. FMDRX (-3.92). FMDRX (38.61) and LVAFX (37.88) have equivalent 5 years return.
| 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 | 3.590 | 4.563 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.61B | 9.44M | 91,178% |
| Annual Yield % from dividends | 2.03 | 2.26 | 90% |
| Returns for 1 year | -3.92 | -0.25 | 1,568% |
| Returns for 3 years | -0.34 | 0.44 | -78% |
| Returns for 5 years | 38.61 | 37.88 | 102% |
| Returns for 10 years | -8.73 | 32.29 | -27% |
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