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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$10.55
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets9.49M
Franklin Mutual Global Discovery A
Price$29.95
Change-$0.22 (-0.73%)
VolumeN/A
Net Assets9.16B
LSVFX vs TEDIX Comparison Chart
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LSVFX vs. TEDIX commentary
Feb 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 Buy and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.16B vs. LSVFX (9.49M). 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 : 2.82 vs. TEDIX (1.07). LSVFX return over 5 years is better than : 15.13 vs. TEDIX (5.20).
| 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 | 5.711 | 7.850 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.49M | 9.16B | 0% |
| Annual Yield % from dividends | 5.16 | 1.26 | 409% |
| Returns for 1 year | 2.82 | 1.07 | 265% |
| Returns for 3 years | 3.22 | -0.41 | -794% |
| Returns for 5 years | 15.13 | 5.20 | 291% |
| Returns for 10 years | 40.64 | -5.50 | -739% |
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