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FMDRX vs LVAGX
FMDRX vs LVAGX Comparison
Open Charts FMDRX vs LVAGX
Franklin Mutual Global Discovery R6
Price$29.26
Change+$0.20 (+0.69%)
VolumeN/A
Net Assets8.49B
LSV Global Value Investor
Price$14.02
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets73.72M
FMDRX vs LVAGX Comparison Chart
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FMDRX vs. LVAGX commentary
Apr 19, 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 Hold and LVAGX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.49B vs. LVAGX (73.7M). LVAGX pays higher dividends than FMDRX: LVAGX (2.31) vs FMDRX (2.03). 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: 35.47 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 : 0.41 vs. FMDRX (-3.07). LVAGX return over 5 years is better than : 80.42 vs. FMDRX (33.77).
| 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 | 1.987 | -2.774 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 73.7M | 11,518% |
| Annual Yield % from dividends | 2.03 | 2.31 | 88% |
| Returns for 1 year | -3.07 | 0.41 | -758% |
| Returns for 3 years | -2.48 | 13.72 | -18% |
| Returns for 5 years | 33.77 | 80.42 | 42% |
| Returns for 10 years | -9.66 | 57.53 | -17% |
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