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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$10.22
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets9.1M
Franklin Mutual Global Discovery R
Price$28.02
Change+$0.21 (+0.76%)
VolumeN/A
Net Assets8.89B
LVAFX vs TEDRX Comparison Chart
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LVAFX vs. TEDRX 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 TEDRX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 8.89B vs. LVAFX (9.1M). LVAFX pays higher dividends than TEDRX: LVAFX (4.88) vs TEDRX (1.05). LVAFX was incepted earlier than TEDRX: LVAFX (11 years) vs TEDRX (23 years). TEDRX is a more actively managed with annual turnover of: 35.47 vs. LVAFX (19.00). LVAFX (1000) and TEDRX (1000) have matching initial minimum investment requirements. LVAFX annual gain was more profitable for investors over the last year : 1.49 vs. TEDRX (-0.97). LVAFX return over 5 years is better than : 6.86 vs. TEDRX (-3.77).
| LVAFX | TEDRX | LVAFX / TEDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.389 | 2.939 | 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 | 1.05 | 464% |
| Returns for 1 year | 1.49 | -0.97 | -153% |
| Returns for 3 years | -5.13 | -9.14 | 56% |
| Returns for 5 years | 6.86 | -3.77 | -182% |
| Returns for 10 years | 35.27 | -6.93 | -509% |
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