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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$11.38
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.87M
Franklin Mutual Global Discovery R
Price$31.26
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets9.39B
LVAFX vs TEDRX Comparison Chart in %
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LVAFX vs. TEDRX commentary
Jul 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 TEDRX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.39B vs. LVAFX (9.87M). LVAFX pays higher dividends than TEDRX: LVAFX (2.17) vs TEDRX (1.50). LVAFX was incepted earlier than TEDRX: LVAFX (11 years) vs TEDRX (24 years). LVAFX (1.48) and TEDRX (1.46) have similar cost to investors . TEDRX is a more actively managed with annual turnover of: 34.55 vs. LVAFX (18.00). LVAFX (1000) and TEDRX (1000) have matching initial minimum investment requirements. LVAFX annual gain was more profitable for investors over the last year : 6.72 vs. TEDRX (5.04). LVAFX return over 5 years is better than : 40.97 vs. TEDRX (38.87).
| LVAFX | TEDRX | LVAFX / TEDRX | |
| Total Expense Ratio | 1.00 | 1.46 | 68% |
| Annual Report Gross Expense Ratio | 1.48 | 1.46 | 101% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 12.897 | 14.842 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87M | 9.39B | 0% |
| Annual Yield % from dividends | 2.17 | 1.50 | 145% |
| Returns for 1 year | 6.72 | 5.04 | 133% |
| Returns for 3 years | 16.01 | 16.32 | 98% |
| Returns for 5 years | 40.97 | 38.87 | 105% |
| Returns for 10 years | 48.52 | 0.57 | 8,499% |
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