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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
Aug 03, 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 Hold and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.45B vs. LSVFX (11.2M). LSVFX pays higher dividends than TEDIX: LSVFX (2.67) vs TEDIX (1.53). 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 : 21.13 vs. TEDIX (8.97). LSVFX return over 5 years is better than : 33.13 vs. TEDIX (9.47).
| 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 | 17.254 | 7.212 | 239% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 9.45B | 0% |
| Annual Yield % from dividends | 2.67 | 1.53 | 175% |
| Returns for 1 year | 21.13 | 8.97 | 235% |
| Returns for 3 years | 28.30 | 15.35 | 184% |
| Returns for 5 years | 33.13 | 9.47 | 350% |
| Returns for 10 years | 73.53 | 23.77 | 309% |
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