Interact to see
Advertisement
Advertisement
LSVFX vs TEDSX
LSVFX vs TEDSX Comparison
Open Charts LSVFX vs TEDSX
LSV Global Managed Volatility Instl
Price$11.61
Change-$0.10 (-0.85%)
VolumeN/A
Net Assets10.22M
Franklin Mutual Global Discovery C
Price$32.49
Change-$0.24 (-0.73%)
VolumeN/A
Net Assets9.49B
LSVFX vs TEDSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVFX vs. TEDSX commentary
Oct 10, 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 TEDSX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.49B vs. LSVFX (10.2M). LSVFX pays higher dividends than TEDSX: LSVFX (2.34) vs TEDSX (0.85). LSVFX was incepted earlier than TEDSX: LSVFX (11 years) vs TEDSX (33 years). TEDSX (1.96) is less costly to investors than LSVFX (1.14). TEDSX is a more actively managed with annual turnover of: 34.55 vs. LSVFX (18.00). TEDSX has a lower initial minimum investment than LSVFX: TEDSX (1000) vs LSVFX (100000). TEDSX annual gain was more profitable for investors over the last year : 3.09 vs. LSVFX (0.95). LSVFX return over 5 years is better than : 41.45 vs. TEDSX (35.30).
| LSVFX | TEDSX | LSVFX / TEDSX | |
| Total Expense Ratio | 0.75 | 1.96 | 38% |
| Annual Report Gross Expense Ratio | 1.14 | 1.96 | 58% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 17.335 | 16.601 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 9.49B | 0% |
| Annual Yield % from dividends | 2.34 | 0.85 | 275% |
| Returns for 1 year | 0.95 | 3.09 | 31% |
| Returns for 3 years | 32.36 | 32.05 | 101% |
| Returns for 5 years | 41.45 | 35.30 | 117% |
| Returns for 10 years | 63.67 | 9.33 | 683% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement