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LSVFX vs TEDSX
LSVFX vs TEDSX Comparison
Open Charts LSVFX vs TEDSX
LSV Global Managed Volatility Instl
Price$11.16
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets9.72M
Franklin Mutual Global Discovery C
Price$31.63
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets9.16B
LSVFX vs TEDSX Comparison Chart in %
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LSVFX vs. TEDSX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.16B vs. LSVFX (9.72M). LSVFX pays higher dividends than TEDSX: LSVFX (2.44) vs TEDSX (0.88). 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). LSVFX annual gain was more profitable for investors over the last year : 2.19 vs. TEDSX (-0.46). LSVFX return over 5 years is better than : 37.14 vs. TEDSX (31.23).
| 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 | 11.323 | 12.006 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.72M | 9.16B | 0% |
| Annual Yield % from dividends | 2.44 | 0.88 | 277% |
| Returns for 1 year | 2.19 | -0.46 | -480% |
| Returns for 3 years | 16.31 | 15.54 | 105% |
| Returns for 5 years | 37.14 | 31.23 | 119% |
| Returns for 10 years | 47.38 | -4.03 | -1,174% |
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