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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$11.24
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets9.83M
Franklin Mutual Global Discovery A
Price$31.04
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets9.05B
LSVFX vs TEDIX Comparison Chart in %
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LSVFX vs. TEDIX commentary
Aug 08, 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 LSVFX is a Buy and TEDIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.05B vs. LSVFX (9.83M). LSVFX pays higher dividends than TEDIX: LSVFX (2.46) vs TEDIX (1.73). LSVFX was incepted earlier than TEDIX: LSVFX (11 years) vs TEDIX (33 years). TEDIX (1.21) is less costly to investors than LSVFX (1.14). TEDIX is a more actively managed with annual turnover of: 34.55 vs. LSVFX (18.00). 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 : 5.37 vs. TEDIX (4.40). LSVFX return over 5 years is better than : 36.52 vs. TEDIX (31.97).
| LSVFX | TEDIX | LSVFX / TEDIX | |
| Total Expense Ratio | 0.75 | 1.21 | 62% |
| Annual Report Gross Expense Ratio | 1.14 | 1.21 | 94% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 12.325 | 11.559 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83M | 9.05B | 0% |
| Annual Yield % from dividends | 2.46 | 1.73 | 142% |
| Returns for 1 year | 5.37 | 4.40 | 122% |
| Returns for 3 years | 15.10 | 10.99 | 137% |
| Returns for 5 years | 36.52 | 31.97 | 114% |
| Returns for 10 years | 50.18 | -1.47 | -3,405% |
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