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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$11.37
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.83M
Franklin Mutual Global Discovery A
Price$31.04
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets9.05B
LVAFX vs TEDIX Comparison Chart in %
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LVAFX vs. TEDIX commentary
Aug 08, 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: 9.05B vs. LVAFX (9.83M). LVAFX pays higher dividends than TEDIX: LVAFX (2.19) vs TEDIX (1.73). 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 : 5.48 vs. TEDIX (4.40). LVAFX return over 5 years is better than : 35.32 vs. TEDIX (31.97).
| 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 | 12.401 | 11.559 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83M | 9.05B | 0% |
| Annual Yield % from dividends | 2.19 | 1.73 | 126% |
| Returns for 1 year | 5.48 | 4.40 | 124% |
| Returns for 3 years | 14.45 | 10.99 | 132% |
| Returns for 5 years | 35.32 | 31.97 | 110% |
| Returns for 10 years | 45.98 | -1.47 | -3,120% |
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