Ad is loading...
LSVFX vs TEDSX
LSVFX vs TEDSX Comparison
Open Charts LSVFX vs TEDSX
LSV Global Managed Volatility Instl
Price$10.55
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets9.49M
Franklin Mutual Global Discovery C
Price$30.23
Change-$0.23 (-0.76%)
VolumeN/A
Net Assets9.16B
LSVFX vs TEDSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVFX vs. TEDSX commentary
Feb 23, 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: 9.16B vs. LSVFX (9.49M). LSVFX pays higher dividends than TEDSX: LSVFX (5.16) vs TEDSX (0.40). LSVFX was incepted earlier than TEDSX: LSVFX (11 years) vs TEDSX (32 years). TEDSX is a more actively managed with annual turnover of: 35.47 vs. LSVFX (19.00). TEDSX has a lower initial minimum investment than LSVFX: TEDSX (1000) vs LSVFX (100000). LSVFX annual gain was more profitable for investors over the last year : 2.82 vs. TEDSX (0.37). LSVFX return over 5 years is better than : 15.13 vs. TEDSX (3.39).
| LSVFX | TEDSX | LSVFX / TEDSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 5.711 | 7.695 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.49M | 9.16B | 0% |
| Annual Yield % from dividends | 5.16 | 0.40 | 1,297% |
| Returns for 1 year | 2.82 | 0.37 | 764% |
| Returns for 3 years | 3.22 | -1.57 | -206% |
| Returns for 5 years | 15.13 | 3.39 | 446% |
| Returns for 10 years | 40.64 | -7.18 | -566% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FQITX | 13.14 | -0.03 | -0.23% |
| Fidelity SAI International Qly Idx | |||
| TDFIX | 8.24 | -0.09 | -1.08% |
| Transamerica Sustainable Equity Inc I | |||
| EQNIX | 21.80 | -0.26 | -1.18% |
| MFS Equity Income I | |||
| DFSIX | 46.38 | -0.96 | -2.03% |
| DFA US Sustainability Core 1 | |||
| LIMAX | 7.02 | -0.20 | -2.77% |
| Cromwell Tran Sustainable Focus Investor | |||