Interact to see
Advertisement
Advertisement
FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$33.58
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets9.41B
LSV Global Managed Volatility Investor
Price$11.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.16M
FMDRX vs LVAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMDRX vs. LVAFX commentary
Aug 30, 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: 9.41B vs. LVAFX (10.2M). 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). FMDRX annual gain was more profitable for investors over the last year : 3.18 vs. LVAFX (2.07). FMDRX (37.71) and LVAFX (37.07) 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 | 16.835 | 16.071 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 10.2M | 92,275% |
| Annual Yield % from dividends | 1.98 | 2.19 | 90% |
| Returns for 1 year | 3.18 | 2.07 | 153% |
| Returns for 3 years | 20.53 | 19.94 | 103% |
| Returns for 5 years | 37.71 | 37.07 | 102% |
| Returns for 10 years | 12.16 | 61.54 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WTIU | 10.76 | 0.32 | +3.06% |
| MicroSectors™ Energy 3X Leveraged ETN | |||
| BKSE | 108.25 | 0.93 | +0.86% |
| BNY Mellon US Small Cap Core Equity ETF | |||
| FMAG | 35.18 | 0.14 | +0.40% |
| Fidelity Magellan ETF | |||
| IMAY | 28.79 | 0.04 | +0.13% |
| Innovator Intl Dev Pwr Bffr ETF - May | |||
| BSCV | 16.64 | -0.01 | -0.06% |
| Invesco BulletShares 2031 Corp Bd ETF | |||