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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets10.21M
Franklin Mutual Global Discovery A
Price$32.57
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets9.49B
LVAFX vs TEDIX Comparison Chart in %
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LVAFX vs. TEDIX commentary
Oct 09, 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 Buy and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.49B vs. LVAFX (10.2M). LVAFX pays higher dividends than TEDIX: LVAFX (2.08) vs TEDIX (1.64). LVAFX was incepted earlier than TEDIX: LVAFX (11 years) vs TEDIX (33 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. TEDIX annual gain was more profitable for investors over the last year : 4.52 vs. LVAFX (1.06). LVAFX return over 5 years is better than : 39.81 vs. TEDIX (37.54).
| 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 | 33 years | - |
| Gain YTD | 16.964 | 17.249 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 9.49B | 0% |
| Annual Yield % from dividends | 2.08 | 1.64 | 127% |
| Returns for 1 year | 1.06 | 4.52 | 23% |
| Returns for 3 years | 31.42 | 33.28 | 94% |
| Returns for 5 years | 39.81 | 37.54 | 106% |
| Returns for 10 years | 59.92 | 10.84 | 553% |
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