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LVAFX vs TEDSX
LVAFX vs TEDSX Comparison
Open Charts LVAFX vs TEDSX
LSV Global Managed Volatility Investor
Price$11.14
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets9.65M
Franklin Mutual Global Discovery C
Price$31.31
Change+$0.24 (+0.77%)
VolumeN/A
Net Assets9.13B
LVAFX vs TEDSX Comparison Chart
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LVAFX vs. TEDSX 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 TEDSX is a Buy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.13B vs. LVAFX (9.65M). LVAFX pays higher dividends than TEDSX: LVAFX (2.21) vs TEDSX (0.91). LVAFX was incepted earlier than TEDSX: LVAFX (11 years) vs TEDSX (32 years). TEDSX (1.96) is less costly to investors than LVAFX (1.48). TEDSX is a more actively managed with annual turnover of: 34.55 vs. LVAFX (18.00). LVAFX (1000) and TEDSX (1000) have matching initial minimum investment requirements. LVAFX annual gain was more profitable for investors over the last year : 3.43 vs. TEDSX (0.71). LVAFX return over 5 years is better than : 31.14 vs. TEDSX (24.33).
| LVAFX | TEDSX | LVAFX / TEDSX | |
| Total Expense Ratio | 1.00 | 1.96 | 51% |
| Annual Report Gross Expense Ratio | 1.48 | 1.96 | 76% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 9.821 | 10.688 | 92% |
| 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 | 0.91 | 243% |
| Returns for 1 year | 3.43 | 0.71 | 484% |
| Returns for 3 years | 6.50 | 2.02 | 322% |
| Returns for 5 years | 31.14 | 24.33 | 128% |
| Returns for 10 years | 44.05 | -4.66 | -945% |
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