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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$10.17
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets9.19M
Franklin Mutual Global Discovery A
Price$28.81
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets8.98B
LSVFX vs TEDIX Comparison Chart
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LSVFX vs. TEDIX commentary
Jan 23, 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 Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.98B vs. LSVFX (9.19M). 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 : 1.72 vs. TEDIX (-0.68). LSVFX return over 5 years is better than : 9.27 vs. TEDIX (0.29).
| 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 | 1.904 | 3.745 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.19M | 8.98B | 0% |
| Annual Yield % from dividends | 5.16 | 1.26 | 409% |
| Returns for 1 year | 1.72 | -0.68 | -254% |
| Returns for 3 years | -1.78 | -4.93 | 36% |
| Returns for 5 years | 9.27 | 0.29 | 3,151% |
| Returns for 10 years | 37.47 | -6.22 | -603% |
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