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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$11.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.4M
Franklin Mutual Global Discovery R
Price$30.84
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets9.13B
LSVFX vs TEDRX Comparison Chart in %
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LSVFX vs. TEDRX commentary
Nov 20, 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 TEDRX is a Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.13B vs. LSVFX (10.4M). LSVFX pays higher dividends than TEDRX: LSVFX (2.35) vs TEDRX (1.35). LSVFX was incepted earlier than TEDRX: LSVFX (11 years) vs TEDRX (24 years). LSVFX (1.76) is less costly to investors than TEDRX (1.46). TEDRX is a more actively managed with annual turnover of: 34.55 vs. LSVFX (18.00). 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 : 2.24 vs. TEDRX (1.99). LSVFX return over 5 years is better than : 38.45 vs. TEDRX (22.73).
| LSVFX | TEDRX | LSVFX / TEDRX | |
| Total Expense Ratio | 0.75 | 1.46 | 51% |
| Annual Report Gross Expense Ratio | 1.76 | 1.46 | 121% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 18.236 | 14.217 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 9.13B | 0% |
| Annual Yield % from dividends | 2.35 | 1.35 | 174% |
| Returns for 1 year | 2.24 | 1.99 | 113% |
| Returns for 3 years | 19.84 | 14.82 | 134% |
| Returns for 5 years | 38.45 | 22.73 | 169% |
| Returns for 10 years | 65.27 | 5.06 | 1,290% |
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