Ad is loading...
LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$10.22
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets9.1M
Franklin Mutual Global Discovery A
Price$28.59
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.89B
LVAFX vs TEDIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVAFX vs. TEDIX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.89B vs. LVAFX (9.1M). LVAFX pays higher dividends than TEDIX: LVAFX (4.88) vs TEDIX (1.26). LVAFX was incepted earlier than TEDIX: LVAFX (11 years) vs TEDIX (32 years). TEDIX is a more actively managed with annual turnover of: 35.47 vs. LVAFX (19.00). LVAFX (1000) and TEDIX (1000) have matching initial minimum investment requirements. LVAFX annual gain was more profitable for investors over the last year : 1.49 vs. TEDIX (-0.56). LVAFX return over 5 years is better than : 6.86 vs. TEDIX (-2.49).
| LVAFX | TEDIX | LVAFX / TEDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 1.389 | 2.953 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.1M | 8.89B | 0% |
| Annual Yield % from dividends | 4.88 | 1.26 | 387% |
| Returns for 1 year | 1.49 | -0.56 | -266% |
| Returns for 3 years | -5.13 | -8.26 | 62% |
| Returns for 5 years | 6.86 | -2.49 | -275% |
| Returns for 10 years | 35.27 | -5.16 | -684% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers