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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$10.82
Change+$0.12 (+1.12%)
VolumeN/A
Net Assets9.69M
Franklin Mutual Global Discovery R
Price$29.25
Change+$0.48 (+1.67%)
VolumeN/A
Net Assets8.92B
LVAFX vs TEDRX Comparison Chart
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LVAFX vs. TEDRX commentary
May 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 8.92B vs. LVAFX (9.69M). LVAFX pays higher dividends than TEDRX: LVAFX (2.27) vs TEDRX (1.60). LVAFX was incepted earlier than TEDRX: LVAFX (11 years) vs TEDRX (23 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 : 3.93 vs. TEDRX (-0.50). LVAFX return over 5 years is better than : 41.07 vs. TEDRX (38.51).
| 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 | 23 years | - |
| Gain YTD | 7.341 | 7.458 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.69M | 8.92B | 0% |
| Annual Yield % from dividends | 2.27 | 1.60 | 142% |
| Returns for 1 year | 3.93 | -0.50 | -788% |
| Returns for 3 years | 5.19 | 2.50 | 207% |
| Returns for 5 years | 41.07 | 38.51 | 107% |
| Returns for 10 years | 37.65 | -8.49 | -443% |
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