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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$11.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.4M
Franklin Mutual Global Discovery R
Price$30.99
Change-$0.10 (-0.32%)
VolumeN/A
Net Assets9.17B
LVAFX vs TEDRX Comparison Chart in %
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LVAFX vs. TEDRX commentary
Nov 20, 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 Hold and TEDRX is a Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.17B vs. LVAFX (10.4M). LVAFX pays higher dividends than TEDRX: LVAFX (2.10) vs TEDRX (1.35). LVAFX was incepted earlier than TEDRX: LVAFX (11 years) vs TEDRX (24 years). LVAFX (2.01) is less costly to investors than TEDRX (1.46). 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 (2.08) and TEDRX (1.99) have marching annual gain over last year. LVAFX return over 5 years is better than : 36.96 vs. TEDRX (22.73).
| LVAFX | TEDRX | LVAFX / TEDRX | |
| Total Expense Ratio | 1.00 | 1.46 | 68% |
| Annual Report Gross Expense Ratio | 2.01 | 1.46 | 138% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 17.956 | 14.217 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 9.17B | 0% |
| Annual Yield % from dividends | 2.10 | 1.35 | 155% |
| Returns for 1 year | 2.08 | 1.99 | 105% |
| Returns for 3 years | 19.03 | 14.82 | 128% |
| Returns for 5 years | 36.96 | 22.73 | 163% |
| Returns for 10 years | 61.44 | 5.06 | 1,214% |
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