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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSVFX vs TEDIX Comparison Chart in %
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LSVFX vs. TEDIX commentary
Sep 13, 2026
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: 9.28B vs. LSVFX (11.4M). LSVFX pays higher dividends than TEDIX: LSVFX (2.61) vs TEDIX (1.50). LSVFX was incepted earlier than TEDIX: LSVFX (12 years) vs TEDIX (34 years). LSVFX (1.75) is less costly to investors than TEDIX (1.20). TEDIX is a more actively managed with annual turnover of: 42.28 vs. LSVFX (22.00). 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 : 15.14 vs. TEDIX (1.80). LSVFX return over 5 years is better than : 34.10 vs. TEDIX (8.78).
| LSVFX | TEDIX | LSVFX / TEDIX | |
| Total Expense Ratio | 0.75 | 1.20 | 63% |
| Annual Report Gross Expense Ratio | 1.75 | 1.20 | 146% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 18.609 | 6.468 | 288% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 9.28B | 0% |
| Annual Yield % from dividends | 2.61 | 1.50 | 174% |
| Returns for 1 year | 15.14 | 1.80 | 842% |
| Returns for 3 years | 31.39 | 16.32 | 192% |
| Returns for 5 years | 34.10 | 8.78 | 388% |
| Returns for 10 years | 77.97 | 21.92 | 356% |
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