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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$32.86
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets9.13B
LSV Global Managed Volatility Investor
Price$11.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.4M
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Nov 20, 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 LVAFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.13B vs. LVAFX (10.4M). LVAFX pays higher dividends than FMDRX: LVAFX (2.10) vs FMDRX (1.79). FMDRX was incepted earlier than LVAFX: FMDRX (13 years) vs LVAFX (11 years). LVAFX (2.01) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 vs. LVAFX (18.00). LVAFX has a lower initial minimum investment than FMDRX: LVAFX (1000) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 3.08 vs. LVAFX (2.08). LVAFX return over 5 years is better than : 36.96 vs. FMDRX (26.81).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | 0.88 | 1.00 | 88% |
| Annual Report Gross Expense Ratio | 0.88 | 2.01 | 44% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 14.883 | 17.956 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 10.4M | 87,827% |
| Annual Yield % from dividends | 1.79 | 2.10 | 85% |
| Returns for 1 year | 3.08 | 2.08 | 148% |
| Returns for 3 years | 17.38 | 19.03 | 91% |
| Returns for 5 years | 26.81 | 36.96 | 73% |
| Returns for 10 years | 10.12 | 61.44 | 16% |
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