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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$11.14
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets9.65M
Franklin Mutual Global Discovery R
Price$30.42
Change+$0.23 (+0.76%)
VolumeN/A
Net Assets9.13B
LVAFX vs TEDRX Comparison Chart
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LVAFX vs. TEDRX commentary
Jun 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: 9.13B vs. LVAFX (9.65M). LVAFX pays higher dividends than TEDRX: LVAFX (2.21) vs TEDRX (1.55). 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 : 3.43 vs. TEDRX (0.94). LVAFX return over 5 years is better than : 31.14 vs. TEDRX (24.76).
| 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 | 9.821 | 10.911 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.65M | 9.13B | 0% |
| Annual Yield % from dividends | 2.21 | 1.55 | 143% |
| Returns for 1 year | 3.43 | 0.94 | 364% |
| Returns for 3 years | 6.50 | 2.21 | 294% |
| Returns for 5 years | 31.14 | 24.76 | 126% |
| Returns for 10 years | 44.05 | -4.80 | -919% |
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