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FMDRX vs LVAGX
FMDRX vs LVAGX Comparison
Open Charts FMDRX vs LVAGX
Franklin Mutual Global Discovery R6
Price$31.90
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.12B
LSV Global Value Investor
Price$15.53
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets81.71M
FMDRX vs LVAGX Comparison Chart
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FMDRX vs. LVAGX commentary
Jun 06, 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 LVAGX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. LVAGX (81.7M). LVAGX pays higher dividends than FMDRX: LVAGX (2.22) vs FMDRX (2.00). FMDRX was incepted earlier than LVAGX: FMDRX (12 years) vs LVAGX (11 years). LVAGX (1.30) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 vs. LVAGX (12.00). LVAGX has a lower initial minimum investment than FMDRX: LVAGX (1000) vs FMDRX (1000000). LVAGX annual gain was more profitable for investors over the last year : 6.74 vs. FMDRX (1.84). LVAGX return over 5 years is better than : 71.43 vs. FMDRX (28.72).
| FMDRX | LVAGX | FMDRX / LVAGX | |
| Total Expense Ratio | 0.88 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 0.88 | 1.30 | 68% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.014 | 7.628 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 81.7M | 11,165% |
| Annual Yield % from dividends | 2.00 | 2.22 | 90% |
| Returns for 1 year | 1.84 | 6.74 | 27% |
| Returns for 3 years | 5.00 | 26.67 | 19% |
| Returns for 5 years | 28.72 | 71.43 | 40% |
| Returns for 10 years | -0.43 | 76.59 | -1% |
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