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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
Sep 13, 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 Buy and TEDRX is a Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.28B vs. LSVFX (11.4M). LSVFX pays higher dividends than TEDRX: LSVFX (2.61) vs TEDRX (1.31). 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 : 15.14 vs. TEDRX (1.34). LSVFX return over 5 years is better than : 34.10 vs. TEDRX (6.92).
| 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 | 18.609 | 6.250 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 9.28B | 0% |
| Annual Yield % from dividends | 2.61 | 1.31 | 199% |
| Returns for 1 year | 15.14 | 1.34 | 1,134% |
| Returns for 3 years | 31.39 | 14.91 | 211% |
| Returns for 5 years | 34.10 | 6.92 | 493% |
| Returns for 10 years | 77.97 | 19.19 | 406% |
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