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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$11.38
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.87M
Franklin Mutual Global Discovery A
Price$31.94
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets9.39B
LVAFX vs TEDIX Comparison Chart in %
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LVAFX vs. TEDIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.39B vs. LVAFX (9.87M). LVAFX pays higher dividends than TEDIX: LVAFX (2.17) vs TEDIX (1.70). 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. LVAFX annual gain was more profitable for investors over the last year : 6.72 vs. TEDIX (5.51). LVAFX (40.97) and TEDIX (40.77) have equivalent 5 years return.
| 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 | 12.897 | 15.016 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87M | 9.39B | 0% |
| Annual Yield % from dividends | 2.17 | 1.70 | 128% |
| Returns for 1 year | 6.72 | 5.51 | 122% |
| Returns for 3 years | 16.01 | 17.48 | 92% |
| Returns for 5 years | 40.97 | 40.77 | 100% |
| Returns for 10 years | 48.52 | 2.52 | 1,928% |
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