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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$11.57
Change-$0.22 (-1.87%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery A
Price$30.40
Change-$0.68 (-2.19%)
VolumeN/A
CapitalizationN/A
LVAFX vs TEDIX Comparison Chart
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LVAFX vs. TEDIX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 8.96B vs. LVAFX (9.15M). LVAFX pays higher dividends than TEDIX: LVAFX (4.88) vs TEDIX (1.26). LVAFX was incepted earlier than TEDIX: LVAFX (10 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 : 5.73 vs. TEDIX (0.85). LVAFX return over 5 years is better than : 21.94 vs. TEDIX (3.11).
| LVAFX | TEDIX | LVAFX / TEDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 14.023 | 4.978 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15M | 8.96B | 0% |
| Annual Yield % from dividends | 4.88 | 1.26 | 387% |
| Returns for 1 year | 5.73 | 0.85 | 676% |
| Returns for 3 years | 11.06 | 5.65 | 196% |
| Returns for 5 years | 21.94 | 3.11 | 706% |
| Returns for 10 years | 51.76 | 0.23 | 22,048% |
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