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LSVFX vs TEDSX
LSVFX vs TEDSX Comparison
Open Charts LSVFX vs TEDSX
LSV Global Managed Volatility Instl
Price$10.16
Change+$0.17 (+1.70%)
VolumeN/A
Net Assets9.03M
Franklin Mutual Global Discovery C
Price$28.18
Change+$0.51 (+1.84%)
VolumeN/A
Net Assets8.25B
LSVFX vs TEDSX Comparison Chart
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LSVFX vs. TEDSX commentary
Apr 12, 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 Hold and TEDSX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 8.25B vs. LSVFX (9.03M). LSVFX pays higher dividends than TEDSX: LSVFX (2.53) vs TEDSX (0.92). LSVFX was incepted earlier than TEDSX: LSVFX (11 years) vs TEDSX (32 years). TEDSX (1.96) is less costly to investors than LSVFX (1.14). TEDSX is a more actively managed with annual turnover of: 35.47 vs. LSVFX (18.00). 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 : -4.62 vs. TEDSX (-9.53). LSVFX return over 5 years is better than : 32.41 vs. TEDSX (23.80).
| 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 | 32 years | - |
| Gain YTD | 0.100 | -1.425 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03M | 8.25B | 0% |
| Annual Yield % from dividends | 2.53 | 0.92 | 276% |
| Returns for 1 year | -4.62 | -9.53 | 48% |
| Returns for 3 years | -4.51 | -7.19 | 63% |
| Returns for 5 years | 32.41 | 23.80 | 136% |
| Returns for 10 years | 31.37 | -16.43 | -191% |
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