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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets10.21M
Franklin Mutual Global Discovery R
Price$31.85
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets9.49B
LVAFX vs TEDRX Comparison Chart in %
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LVAFX vs. TEDRX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.49B vs. LVAFX (10.2M). LVAFX pays higher dividends than TEDRX: LVAFX (2.08) vs TEDRX (1.44). 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. TEDRX annual gain was more profitable for investors over the last year : 4.01 vs. LVAFX (1.06). LVAFX return over 5 years is better than : 39.81 vs. TEDRX (35.66).
| 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 | 16.964 | 16.936 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 9.49B | 0% |
| Annual Yield % from dividends | 2.08 | 1.44 | 144% |
| Returns for 1 year | 1.06 | 4.01 | 26% |
| Returns for 3 years | 31.42 | 32.01 | 98% |
| Returns for 5 years | 39.81 | 35.66 | 112% |
| Returns for 10 years | 59.92 | 8.70 | 689% |
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