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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$10.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.69M
Franklin Mutual Global Discovery A
Price$29.88
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets8.87B
LVAFX vs TEDIX Comparison Chart
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LVAFX vs. TEDIX commentary
May 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 LVAFX is a Hold and TEDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.87B vs. LVAFX (9.69M). LVAFX pays higher dividends than TEDIX: LVAFX (2.27) vs TEDIX (1.81). LVAFX was incepted earlier than TEDIX: LVAFX (11 years) vs TEDIX (32 years). LVAFX (1.48) is less costly to investors than TEDIX (1.21). TEDIX is a more actively managed with annual turnover of: 34.55 vs. LVAFX (18.00). LVAFX (1000) and TEDIX (1000) have matching initial minimum investment requirements. LVAFX annual gain was more profitable for investors over the last year : 2.78 vs. TEDIX (-2.73). LVAFX return over 5 years is better than : 39.33 vs. TEDIX (36.90).
| LVAFX | TEDIX | LVAFX / TEDIX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.48 | 1.21 | 122% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 7.440 | 7.094 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.69M | 8.87B | 0% |
| Annual Yield % from dividends | 2.27 | 1.81 | 125% |
| Returns for 1 year | 2.78 | -2.73 | -102% |
| Returns for 3 years | 6.78 | 5.92 | 115% |
| Returns for 5 years | 39.33 | 36.90 | 107% |
| Returns for 10 years | 36.98 | -7.30 | -506% |
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