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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$32.14
Change+$0.24 (+0.75%)
VolumeN/A
Net Assets9.13B
LSV Global Managed Volatility Investor
Price$11.14
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets9.65M
FMDRX vs LVAFX Comparison Chart
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FMDRX vs. LVAFX commentary
Jun 07, 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: 9.13B vs. LVAFX (9.65M). LVAFX pays higher dividends than FMDRX: LVAFX (2.21) vs FMDRX (2.00). FMDRX was incepted earlier than LVAFX: FMDRX (12 years) vs LVAFX (11 years). LVAFX (1.48) 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). LVAFX annual gain was more profitable for investors over the last year : 3.43 vs. FMDRX (2.00). LVAFX return over 5 years is better than : 31.14 vs. FMDRX (28.92).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | 0.88 | 1.00 | 88% |
| Annual Report Gross Expense Ratio | 0.88 | 1.48 | 59% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.189 | 9.821 | 114% |
| 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 | 9.65M | 94,613% |
| Annual Yield % from dividends | 2.00 | 2.21 | 91% |
| Returns for 1 year | 2.00 | 3.43 | 58% |
| Returns for 3 years | 4.60 | 6.50 | 71% |
| Returns for 5 years | 28.92 | 31.14 | 93% |
| Returns for 10 years | -0.24 | 44.05 | -1% |
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