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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$11.57
Change+$0.07 (+0.61%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery A
Price$27.60
Change-$2.73 (-9.00%)
VolumeN/A
CapitalizationN/A
LSVFX vs TEDIX Comparison Chart
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LSVFX vs. TEDIX commentary
Dec 23, 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 LSVFX is a Buy and TEDIX is a StrongSell.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 7.94B vs. LSVFX (9.04M). LSVFX pays higher dividends than TEDIX: LSVFX (5.16) vs TEDIX (1.26). LSVFX was incepted earlier than TEDIX: LSVFX (11 years) vs TEDIX (32 years). TEDIX is a more actively managed with annual turnover of: 35.47 vs. LSVFX (19.00). TEDIX has a lower initial minimum investment than LSVFX: TEDIX (1000) vs LSVFX (100000). LSVFX annual gain was more profitable for investors over the last year : 4.27 vs. TEDIX (-4.36). LSVFX return over 5 years is better than : 21.25 vs. TEDIX (-4.33).
| LSVFX | TEDIX | LSVFX / TEDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 12.768 | -5.072 | -252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04M | 7.94B | 0% |
| Annual Yield % from dividends | 5.16 | 1.26 | 409% |
| Returns for 1 year | 4.27 | -4.36 | -98% |
| Returns for 3 years | 10.38 | -5.23 | -198% |
| Returns for 5 years | 21.25 | -4.33 | -491% |
| Returns for 10 years | 52.64 | -10.02 | -525% |
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