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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSVFX vs TEDRX Comparison Chart in %
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LSVFX vs. TEDRX commentary
Jun 24, 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: 8.98B vs. LSVFX (10.4M). LSVFX pays higher dividends than TEDRX: LSVFX (2.77) vs TEDRX (1.40). LSVFX was incepted earlier than TEDRX: LSVFX (12 years) vs TEDRX (24 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 : 14.90 vs. TEDRX (1.56). LSVFX return over 5 years is better than : 26.55 vs. TEDRX (0.04).
| 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 | 24 years | - |
| Gain YTD | 10.117 | 0.132 | 7,649% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 8.98B | 0% |
| Annual Yield % from dividends | 2.77 | 1.40 | 198% |
| Returns for 1 year | 14.90 | 1.56 | 953% |
| Returns for 3 years | 24.52 | 11.94 | 205% |
| Returns for 5 years | 26.55 | 0.04 | 61,918% |
| Returns for 10 years | 72.20 | 18.07 | 400% |
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