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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$11.16
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets9.72M
Franklin Mutual Global Discovery R
Price$30.76
Change+$0.19 (+0.62%)
VolumeN/A
Net Assets9.16B
LSVFX vs TEDRX Comparison Chart in %
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LSVFX vs. TEDRX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.16B vs. LSVFX (9.72M). LSVFX pays higher dividends than TEDRX: LSVFX (2.44) vs TEDRX (1.50). 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). LSVFX annual gain was more profitable for investors over the last year : 2.19 vs. TEDRX (-0.21). LSVFX return over 5 years is better than : 37.14 vs. TEDRX (31.73).
| 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 | 24 years | - |
| Gain YTD | 11.323 | 12.307 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.72M | 9.16B | 0% |
| Annual Yield % from dividends | 2.44 | 1.50 | 163% |
| Returns for 1 year | 2.19 | -0.21 | -1,023% |
| Returns for 3 years | 16.31 | 15.77 | 103% |
| Returns for 5 years | 37.14 | 31.73 | 117% |
| Returns for 10 years | 47.38 | -4.16 | -1,138% |
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