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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$10.97
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets9.64M
Franklin Mutual Global Discovery A
Price$30.84
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets9.12B
LSVFX vs TEDIX Comparison Chart
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LSVFX vs. TEDIX commentary
Jun 07, 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: 9.12B vs. LSVFX (9.64M). LSVFX pays higher dividends than TEDIX: LSVFX (2.48) vs TEDIX (1.75). LSVFX was incepted earlier than TEDIX: LSVFX (11 years) vs TEDIX (32 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 : 3.40 vs. TEDIX (1.25). LSVFX return over 5 years is better than : 32.39 vs. TEDIX (26.32).
| 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 | 32 years | - |
| Gain YTD | 9.820 | 10.911 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.64M | 9.12B | 0% |
| Annual Yield % from dividends | 2.48 | 1.75 | 141% |
| Returns for 1 year | 3.40 | 1.25 | 271% |
| Returns for 3 years | 7.51 | 3.62 | 208% |
| Returns for 5 years | 32.39 | 26.32 | 123% |
| Returns for 10 years | 46.83 | -3.10 | -1,509% |
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