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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$11.37
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.83M
Franklin Mutual Global Discovery R
Price$30.38
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets9.05B
LVAFX vs TEDRX Comparison Chart in %
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LVAFX vs. TEDRX commentary
Aug 08, 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: 9.05B vs. LVAFX (9.83M). LVAFX pays higher dividends than TEDRX: LVAFX (2.19) vs TEDRX (1.53). 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 : 5.48 vs. TEDRX (3.98). LVAFX return over 5 years is better than : 35.32 vs. TEDRX (30.23).
| 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 | 12.401 | 11.389 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83M | 9.05B | 0% |
| Annual Yield % from dividends | 2.19 | 1.53 | 143% |
| Returns for 1 year | 5.48 | 3.98 | 138% |
| Returns for 3 years | 14.45 | 9.96 | 145% |
| Returns for 5 years | 35.32 | 30.23 | 117% |
| Returns for 10 years | 45.98 | -3.36 | -1,370% |
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