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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$11.07
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets9.65M
Franklin Mutual Global Discovery A
Price$30.84
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets9.13B
LVAFX vs TEDIX Comparison Chart
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LVAFX vs. TEDIX commentary
Jun 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: 9.13B vs. LVAFX (9.65M). LVAFX pays higher dividends than TEDIX: LVAFX (2.21) vs TEDIX (1.75). 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: 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 : 3.24 vs. TEDIX (1.25). LVAFX return over 5 years is better than : 30.90 vs. TEDIX (26.32).
| 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 | 9.623 | 10.911 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.65M | 9.13B | 0% |
| Annual Yield % from dividends | 2.21 | 1.75 | 126% |
| Returns for 1 year | 3.24 | 1.25 | 259% |
| Returns for 3 years | 6.77 | 3.62 | 187% |
| Returns for 5 years | 30.90 | 26.32 | 117% |
| Returns for 10 years | 43.36 | -3.10 | -1,397% |
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