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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$10.16
Change+$0.17 (+1.70%)
VolumeN/A
Net Assets9.03M
Franklin Mutual Global Discovery R
Price$27.37
Change+$0.50 (+1.86%)
VolumeN/A
Net Assets8.25B
LSVFX vs TEDRX Comparison Chart
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LSVFX vs. TEDRX commentary
Apr 12, 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: 8.25B vs. LSVFX (9.03M). LSVFX pays higher dividends than TEDRX: LSVFX (2.53) vs TEDRX (1.56). LSVFX was incepted earlier than TEDRX: LSVFX (11 years) vs TEDRX (23 years). TEDRX (1.46) is less costly to investors than LSVFX (1.14). TEDRX is a more actively managed with annual turnover of: 35.47 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 : -4.62 vs. TEDRX (-9.32). LSVFX return over 5 years is better than : 32.41 vs. TEDRX (24.26).
| LSVFX | TEDRX | LSVFX / TEDRX | |
| Total Expense Ratio | 0.75 | 1.46 | 51% |
| Annual Report Gross Expense Ratio | 1.14 | 1.46 | 78% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 0.100 | -1.286 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03M | 8.25B | 0% |
| Annual Yield % from dividends | 2.53 | 1.56 | 162% |
| Returns for 1 year | -4.62 | -9.32 | 50% |
| Returns for 3 years | -4.51 | -6.98 | 65% |
| Returns for 5 years | 32.41 | 24.26 | 134% |
| Returns for 10 years | 31.37 | -16.52 | -190% |
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