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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$10.55
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets9.49M
Franklin Mutual Global Discovery R
Price$29.34
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets9.16B
LSVFX vs TEDRX Comparison Chart
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LSVFX vs. TEDRX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.16B vs. LSVFX (9.49M). 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 : 2.82 vs. TEDRX (0.61). LSVFX return over 5 years is better than : 15.13 vs. TEDRX (3.79).
| 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 | 5.711 | 7.788 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.49M | 9.16B | 0% |
| Annual Yield % from dividends | 5.16 | 1.05 | 491% |
| Returns for 1 year | 2.82 | 0.61 | 459% |
| Returns for 3 years | 3.22 | -1.35 | -239% |
| Returns for 5 years | 15.13 | 3.79 | 399% |
| Returns for 10 years | 40.64 | -7.28 | -558% |
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