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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$32.50
Change+$0.05 (+0.15%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Investor
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
FMDRX vs LVAFX Comparison Chart
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FMDRX vs. LVAFX commentary
Nov 18, 2024
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 Sell and LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.18B vs. LVAFX (9.76M). LVAFX pays higher dividends than FMDRX: LVAFX (4.88) vs FMDRX (1.51). FMDRX was incepted earlier than LVAFX: FMDRX (12 years) vs LVAFX (10 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. LVAFX (19.00). 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 : 11.06 vs. FMDRX (8.26). LVAFX return over 5 years is better than : 20.96 vs. FMDRX (8.85).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 6.606 | 14.894 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.18B | 9.76M | 94,025% |
| Annual Yield % from dividends | 1.51 | 4.88 | 31% |
| Returns for 1 year | 8.26 | 11.06 | 75% |
| Returns for 3 years | -1.99 | 11.53 | -17% |
| Returns for 5 years | 8.85 | 20.96 | 42% |
| Returns for 10 years | 0.37 | 51.10 | 1% |
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