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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets10.4M
Franklin Mutual Global Discovery A
Price$31.55
Change-$0.15 (-0.47%)
VolumeN/A
Net Assets9.13B
LSVFX vs TEDIX Comparison Chart in %
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LSVFX vs. TEDIX commentary
Nov 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 LSVFX is a Hold and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.13B vs. LSVFX (10.4M). LSVFX pays higher dividends than TEDIX: LSVFX (2.35) vs TEDIX (1.55). LSVFX was incepted earlier than TEDIX: LSVFX (11 years) vs TEDIX (33 years). LSVFX (1.76) is less costly to investors than TEDIX (1.21). 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 (2.67) and TEDIX (2.64) have marching annual gain over last year. LSVFX return over 5 years is better than : 38.72 vs. TEDIX (24.23).
| LSVFX | TEDIX | LSVFX / TEDIX | |
| Total Expense Ratio | 0.75 | 1.21 | 62% |
| Annual Report Gross Expense Ratio | 1.76 | 1.21 | 145% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 18.236 | 14.152 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 9.13B | 0% |
| Annual Yield % from dividends | 2.35 | 1.55 | 152% |
| Returns for 1 year | 2.67 | 2.64 | 101% |
| Returns for 3 years | 19.84 | 15.49 | 128% |
| Returns for 5 years | 38.72 | 24.23 | 160% |
| Returns for 10 years | 65.27 | 6.77 | 964% |
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