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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$11.83
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery R
Price$31.47
Change-$0.28 (-0.88%)
VolumeN/A
CapitalizationN/A
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LSVFX vs TEDRX Comparison Chart
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LSVFX vs. TEDRX commentary
Sep 21, 2024
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 StrongBuy and TEDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.54B vs. LSVFX (10.1M). LSVFX pays higher dividends than TEDRX: LSVFX (5.16) vs TEDRX (1.05). LSVFX was incepted earlier than TEDRX: LSVFX (10 years) vs TEDRX (23 years). TEDRX is a more actively managed with annual turnover of: 35.47 vs. LSVFX (19.00). TEDRX has a lower initial minimum investment than LSVFX: TEDRX (1000) vs LSVFX (100000). LSVFX annual gain was more profitable for investors over the last year : 11.24 vs. TEDRX (9.66). LSVFX return over 5 years is better than : 26.52 vs. TEDRX (8.94).
| LSVFX | TEDRX | LSVFX / TEDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 15.302 | 8.107 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 9.54B | 0% |
| Annual Yield % from dividends | 5.16 | 1.05 | 491% |
| Returns for 1 year | 11.24 | 9.66 | 116% |
| Returns for 3 years | 15.81 | 3.58 | 441% |
| Returns for 5 years | 26.52 | 8.94 | 297% |
| Returns for 10 years | 56.38 | -1.97 | -2,865% |
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