LSVFX
Price
$11.61
Change
-$0.10 (-0.85%)
Updated
Oct 9 closing price
Net Assets
10.22M
TEDRX
Price
$31.62
Change
-$0.23 (-0.72%)
Updated
Oct 9 closing price
Net Assets
9.49B
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LSVFX vs TEDRX

Header iconLSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRXBanner chart's image
LSV Global Managed Volatility Instl
Price$11.61
Change-$0.10 (-0.85%)
VolumeN/A
Net Assets10.22M
Franklin Mutual Global Discovery R
Price$31.62
Change-$0.23 (-0.72%)
VolumeN/A
Net Assets9.49B
LSVFX vs TEDRX Comparison Chart in %
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VS
LSVFX vs. TEDRX commentary
Oct 10, 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 Buy and TEDRX is a Hold.

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FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.49B vs. LSVFX (10.2M). LSVFX pays higher dividends than TEDRX: LSVFX (2.34) vs TEDRX (1.44). LSVFX was incepted earlier than TEDRX: LSVFX (11 years) vs TEDRX (24 years). TEDRX (1.46) is less costly to investors than LSVFX (1.14). 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). TEDRX annual gain was more profitable for investors over the last year : 3.31 vs. LSVFX (0.95). LSVFX return over 5 years is better than : 41.45 vs. TEDRX (35.74).
LSVFXTEDRXLSVFX / TEDRX
Total Expense Ratio0.751.4651%
Annual Report Gross Expense Ratio1.141.4678%
Fund Existence11 years24 years-
Gain YTD17.33517.010102%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.2M9.49B0%
Annual Yield % from dividends2.341.44162%
Returns for 1 year0.953.3129%
Returns for 3 years32.3632.36100%
Returns for 5 years41.4535.74116%
Returns for 10 years63.679.15696%
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