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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$11.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.24M
Franklin Mutual Global Discovery A
Price$32.89
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets9.43B
LSVFX vs TEDIX Comparison Chart in %
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LSVFX vs. TEDIX commentary
Sep 19, 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: 9.43B vs. LSVFX (10.2M). LSVFX pays higher dividends than TEDIX: LSVFX (2.35) vs TEDIX (1.66). 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). TEDIX annual gain was more profitable for investors over the last year : 4.39 vs. LSVFX (2.06). LSVFX return over 5 years is better than : 42.30 vs. TEDIX (38.22).
| 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 | 16.834 | 18.113 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 9.43B | 0% |
| Annual Yield % from dividends | 2.35 | 1.66 | 142% |
| Returns for 1 year | 2.06 | 4.39 | 47% |
| Returns for 3 years | 24.87 | 22.25 | 112% |
| Returns for 5 years | 42.30 | 38.22 | 111% |
| Returns for 10 years | 67.82 | 14.26 | 476% |