Interact to see
Advertisement
Advertisement
LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSVFX vs TEDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVFX vs. TEDRX commentary
Aug 03, 2026
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: 9.45B vs. LSVFX (11.2M). LSVFX pays higher dividends than TEDRX: LSVFX (2.67) vs TEDRX (1.34). LSVFX was incepted earlier than TEDRX: LSVFX (12 years) vs TEDRX (25 years). LSVFX (1.75) is less costly to investors than TEDRX (1.45). TEDRX is a more actively managed with annual turnover of: 42.28 vs. LSVFX (22.00). 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 : 21.13 vs. TEDRX (8.50). LSVFX return over 5 years is better than : 33.13 vs. TEDRX (7.62).
| LSVFX | TEDRX | LSVFX / TEDRX | |
| Total Expense Ratio | 0.75 | 1.45 | 52% |
| Annual Report Gross Expense Ratio | 1.75 | 1.45 | 121% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 17.254 | 7.044 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 9.45B | 0% |
| Annual Yield % from dividends | 2.67 | 1.34 | 200% |
| Returns for 1 year | 21.13 | 8.50 | 249% |
| Returns for 3 years | 28.30 | 13.97 | 203% |
| Returns for 5 years | 33.13 | 7.62 | 435% |
| Returns for 10 years | 73.53 | 21.03 | 350% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement