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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$33.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Investor
Price$11.85
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FMDRX vs LVAFX Comparison Chart
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FMDRX vs. LVAFX commentary
Sep 19, 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 StrongBuy and LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.47B vs. LVAFX (10.1M). LVAFX pays higher dividends than FMDRX: LVAFX (4.88) vs FMDRX (1.51). FMDRX was incepted earlier than LVAFX: FMDRX (11 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 (9.52) and FMDRX (9.15) have marching annual gain over last year. LVAFX return over 5 years is better than : 24.41 vs. FMDRX (11.99).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 8.290 | 14.603 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 10.1M | 93,713% |
| Annual Yield % from dividends | 1.51 | 4.88 | 31% |
| Returns for 1 year | 9.15 | 9.52 | 96% |
| Returns for 3 years | 3.65 | 13.16 | 28% |
| Returns for 5 years | 11.99 | 24.41 | 49% |
| Returns for 10 years | 0.48 | 49.98 | 1% |
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