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FMDRX vs LVAGX
FMDRX vs LVAGX Comparison
Open Charts FMDRX vs LVAGX
Franklin Mutual Global Discovery R6
Price$33.30
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets9.32B
LSV Global Value Investor
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets87.98M
FMDRX vs LVAGX Comparison Chart in %
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FMDRX vs. LVAGX commentary
Aug 20, 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: 9.32B vs. LVAGX (88M). LVAGX pays higher dividends than FMDRX: LVAGX (2.13) vs FMDRX (1.98). 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 : 12.06 vs. FMDRX (2.82). LVAGX return over 5 years is better than : 86.90 vs. FMDRX (38.89).
| 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 | 15.650 | 16.019 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.32B | 88M | 10,585% |
| Annual Yield % from dividends | 1.98 | 2.13 | 93% |
| Returns for 1 year | 2.82 | 12.06 | 23% |
| Returns for 3 years | 15.39 | 43.70 | 35% |
| Returns for 5 years | 38.89 | 86.90 | 45% |
| Returns for 10 years | 11.06 | 105.12 | 11% |
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