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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$11.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.4M
Franklin Mutual Global Discovery A
Price$31.70
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets9.17B
LVAFX vs TEDIX Comparison Chart in %
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LVAFX vs. TEDIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.17B vs. LVAFX (10.4M). LVAFX pays higher dividends than TEDIX: LVAFX (2.10) vs TEDIX (1.55). LVAFX was incepted earlier than TEDIX: LVAFX (11 years) vs TEDIX (33 years). LVAFX (2.01) 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 : 2.44 vs. LVAFX (2.08). LVAFX return over 5 years is better than : 36.96 vs. TEDIX (24.43).
| LVAFX | TEDIX | LVAFX / TEDIX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 2.01 | 1.21 | 166% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 17.956 | 14.512 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 9.17B | 0% |
| Annual Yield % from dividends | 2.10 | 1.55 | 135% |
| Returns for 1 year | 2.08 | 2.44 | 85% |
| Returns for 3 years | 19.03 | 15.85 | 120% |
| Returns for 5 years | 36.96 | 24.43 | 151% |
| Returns for 10 years | 61.44 | 7.11 | 865% |
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