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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$10.13
Change-$0.52 (-4.88%)
VolumeN/A
Net Assets9.07M
Franklin Mutual Global Discovery A
Price$27.46
Change-$1.83 (-6.25%)
VolumeN/A
Net Assets8.28B
LVAFX vs TEDIX Comparison Chart
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LVAFX vs. TEDIX commentary
Apr 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 Hold and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.28B vs. LVAFX (9.07M). LVAFX pays higher dividends than TEDIX: LVAFX (2.26) vs TEDIX (1.77). LVAFX was incepted earlier than TEDIX: LVAFX (11 years) vs TEDIX (32 years). LVAFX (1.48) is less costly to investors than TEDIX (1.21). TEDIX is a more actively managed with annual turnover of: 35.47 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 : -5.26 vs. TEDIX (-9.40). LVAFX return over 5 years is better than : 44.33 vs. TEDIX (41.37).
| 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 | 32 years | - |
| Gain YTD | 0.496 | -1.116 | -44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.07M | 8.28B | 0% |
| Annual Yield % from dividends | 2.26 | 1.77 | 127% |
| Returns for 1 year | -5.26 | -9.40 | 56% |
| Returns for 3 years | -4.37 | -6.64 | 66% |
| Returns for 5 years | 44.33 | 41.37 | 107% |
| Returns for 10 years | 30.39 | -13.69 | -222% |
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