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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$10.17
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets9.19M
Franklin Mutual Global Discovery R
Price$28.24
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets8.98B
LSVFX vs TEDRX Comparison Chart
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LSVFX vs. TEDRX commentary
Jan 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 Hold and TEDRX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 8.98B vs. LSVFX (9.19M). 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 : 1.72 vs. TEDRX (-1.06). LSVFX return over 5 years is better than : 9.27 vs. TEDRX (-1.00).
| 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 | 1.904 | 3.747 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.19M | 8.98B | 0% |
| Annual Yield % from dividends | 5.16 | 1.05 | 491% |
| Returns for 1 year | 1.72 | -1.06 | -163% |
| Returns for 3 years | -1.78 | -5.79 | 31% |
| Returns for 5 years | 9.27 | -1.00 | -924% |
| Returns for 10 years | 37.47 | -7.95 | -471% |
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