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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$10.65
Change-$0.17 (-1.57%)
VolumeN/A
Net Assets9.69M
Franklin Mutual Global Discovery R
Price$28.69
Change-$0.93 (-3.14%)
VolumeN/A
Net Assets9.12B
LVAFX vs TEDRX Comparison Chart
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LVAFX vs. TEDRX commentary
Apr 04, 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: 9.12B vs. LVAFX (9.69M). LVAFX pays higher dividends than TEDRX: LVAFX (2.26) vs TEDRX (1.56). 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: 35.47 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 : 0.73 vs. TEDRX (-1.48). LVAFX (54.16) and TEDRX (53.65) have equivalent 5 years return.
| 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 | 8.817 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.69M | 9.12B | 0% |
| Annual Yield % from dividends | 2.26 | 1.56 | 144% |
| Returns for 1 year | 0.73 | -1.48 | -49% |
| Returns for 3 years | 1.80 | 0.91 | 197% |
| Returns for 5 years | 54.16 | 53.65 | 101% |
| Returns for 10 years | 39.00 | -6.54 | -597% |
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