Ad is loading...
FMDRX vs LVAGX
FMDRX vs LVAGX Comparison
Open Charts FMDRX vs LVAGX
Franklin Mutual Global Discovery R6
Price$28.82
Change+$0.06 (+0.21%)
VolumeN/A
CapitalizationN/A
LSV Global Value Investor
Price$14.92
Change+$0.03 (+0.20%)
VolumeN/A
CapitalizationN/A
FMDRX vs LVAGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMDRX vs. LVAGX commentary
Dec 27, 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 Buy and LVAGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.76B vs. LVAGX (78M). LVAGX pays higher dividends than FMDRX: LVAGX (2.22) vs FMDRX (1.51). FMDRX was incepted earlier than LVAGX: FMDRX (12 years) vs LVAGX (11 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. LVAGX (18.00). 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 : 7.83 vs. FMDRX (-3.73). LVAGX return over 5 years is better than : 38.04 vs. FMDRX (-1.92).
| FMDRX | LVAGX | FMDRX / LVAGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -3.668 | 7.959 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.76B | 78M | 11,232% |
| Annual Yield % from dividends | 1.51 | 2.22 | 68% |
| Returns for 1 year | -3.73 | 7.83 | -48% |
| Returns for 3 years | -5.15 | 15.56 | -33% |
| Returns for 5 years | -1.92 | 38.04 | -5% |
| Returns for 10 years | -6.85 | 71.48 | -10% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers