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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$11.57
Change-$0.22 (-1.87%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery R
Price$29.78
Change-$0.66 (-2.17%)
VolumeN/A
CapitalizationN/A
LVAFX vs TEDRX Comparison Chart
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LVAFX vs. TEDRX 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 TEDRX is a StrongSell.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 8.96B vs. LVAFX (9.15M). LVAFX pays higher dividends than TEDRX: LVAFX (4.88) vs TEDRX (1.05). LVAFX was incepted earlier than TEDRX: LVAFX (10 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 : 5.73 vs. TEDRX (0.48). LVAFX return over 5 years is better than : 21.94 vs. TEDRX (1.82).
| LVAFX | TEDRX | LVAFX / TEDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.023 | 4.691 | 299% |
| 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 | 1.05 | 464% |
| Returns for 1 year | 5.73 | 0.48 | 1,189% |
| Returns for 3 years | 11.06 | 4.82 | 229% |
| Returns for 5 years | 21.94 | 1.82 | 1,209% |
| Returns for 10 years | 51.76 | -1.49 | -3,465% |
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