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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$33.04
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets9.39B
LSV Global Managed Volatility Investor
Price$11.38
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.87M
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Jul 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: 9.39B vs. LVAFX (9.87M). LVAFX pays higher dividends than FMDRX: LVAFX (2.17) vs FMDRX (1.94). 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 : 6.72 vs. FMDRX (6.11). FMDRX return over 5 years is better than : 43.43 vs. LVAFX (40.97).
| 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 | 15.162 | 12.897 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.39B | 9.87M | 95,136% |
| Annual Yield % from dividends | 1.94 | 2.17 | 89% |
| Returns for 1 year | 6.11 | 6.72 | 91% |
| Returns for 3 years | 19.01 | 16.01 | 119% |
| Returns for 5 years | 43.43 | 40.97 | 106% |
| Returns for 10 years | 5.35 | 48.52 | 11% |
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