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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$32.28
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets9.05B
LSV Global Managed Volatility Investor
Price$11.37
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.83M
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Aug 08, 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: 9.05B vs. LVAFX (9.83M). LVAFX pays higher dividends than FMDRX: LVAFX (2.19) vs FMDRX (1.98). 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 : 5.48 vs. FMDRX (5.21). LVAFX (35.32) and FMDRX (34.71) have equivalent 5 years return.
| 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 | 11.955 | 12.401 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 9.83M | 92,024% |
| Annual Yield % from dividends | 1.98 | 2.19 | 90% |
| Returns for 1 year | 5.21 | 5.48 | 95% |
| Returns for 3 years | 12.38 | 14.45 | 86% |
| Returns for 5 years | 34.71 | 35.32 | 98% |
| Returns for 10 years | 0.39 | 45.98 | 1% |
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