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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$29.54
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets8.89B
LSV Global Managed Volatility Investor
Price$10.22
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets9.1M
FMDRX vs LVAFX Comparison Chart
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FMDRX vs. LVAFX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.89B vs. LVAFX (9.1M). LVAFX pays higher dividends than FMDRX: LVAFX (4.88) vs FMDRX (1.51). FMDRX was incepted earlier than LVAFX: FMDRX (12 years) vs LVAFX (11 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 : 1.49 vs. FMDRX (0.06). LVAFX return over 5 years is better than : 6.86 vs. FMDRX (-0.60).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 2.963 | 1.389 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.89B | 9.1M | 97,693% |
| Annual Yield % from dividends | 1.51 | 4.88 | 31% |
| Returns for 1 year | 0.06 | 1.49 | 4% |
| Returns for 3 years | -7.01 | -5.13 | 137% |
| Returns for 5 years | -0.60 | 6.86 | -9% |
| Returns for 10 years | -2.44 | 35.27 | -7% |
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