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FMDRX vs LVAGX
FMDRX vs LVAGX Comparison
Open Charts FMDRX vs LVAGX
Franklin Mutual Global Discovery R6
Price$30.75
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.86B
LSV Global Value Investor
Price$14.93
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets78.41M
FMDRX vs LVAGX Comparison Chart
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FMDRX vs. LVAGX commentary
May 09, 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 StrongBuy and LVAGX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.86B vs. LVAGX (78.4M). LVAGX pays higher dividends than FMDRX: LVAGX (2.33) vs FMDRX (2.07). FMDRX was incepted earlier than LVAGX: FMDRX (12 years) vs LVAGX (11 years). LVAGX (1.30) is less costly to investors than FMDRX (0.89). 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 : 3.24 vs. FMDRX (-1.65). LVAGX return over 5 years is better than : 86.33 vs. FMDRX (39.28).
| FMDRX | LVAGX | FMDRX / LVAGX | |
| Total Expense Ratio | 0.89 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 0.89 | 1.30 | 68% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 7.006 | 3.051 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 78.4M | 11,298% |
| Annual Yield % from dividends | 2.07 | 2.33 | 89% |
| Returns for 1 year | -1.65 | 3.24 | -51% |
| Returns for 3 years | 7.63 | 27.54 | 28% |
| Returns for 5 years | 39.28 | 86.33 | 46% |
| Returns for 10 years | -5.33 | 66.17 | -8% |
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