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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$11.57
Change+$0.07 (+0.61%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery R
Price$27.05
Change-$2.66 (-8.95%)
VolumeN/A
CapitalizationN/A
LSVFX vs TEDRX Comparison Chart
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LSVFX vs. TEDRX commentary
Dec 23, 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 Buy and TEDRX is a StrongSell.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 7.94B vs. LSVFX (9.04M). LSVFX pays higher dividends than TEDRX: LSVFX (5.16) vs TEDRX (1.05). LSVFX was incepted earlier than TEDRX: LSVFX (11 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 : 4.27 vs. TEDRX (-4.77). LSVFX return over 5 years is better than : 21.25 vs. TEDRX (-5.62).
| LSVFX | TEDRX | LSVFX / TEDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 12.768 | -5.486 | -233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04M | 7.94B | 0% |
| Annual Yield % from dividends | 5.16 | 1.05 | 491% |
| Returns for 1 year | 4.27 | -4.77 | -90% |
| Returns for 3 years | 10.38 | -6.13 | -169% |
| Returns for 5 years | 21.25 | -5.62 | -378% |
| Returns for 10 years | 52.64 | -11.72 | -449% |
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