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LVAFX vs TEDSX
LVAFX vs TEDSX Comparison
Open Charts LVAFX vs TEDSX
LSV Global Managed Volatility Investor
Price$10.82
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets9.66M
Franklin Mutual Global Discovery C
Price$30.50
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets9.12B
LVAFX vs TEDSX Comparison Chart
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LVAFX vs. TEDSX 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 TEDSX is a Buy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.12B vs. LVAFX (9.66M). LVAFX pays higher dividends than TEDSX: LVAFX (2.26) vs TEDSX (0.92). 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: 35.47 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 : 0.63 vs. TEDSX (-1.97). LVAFX (53.73) and TEDSX (52.35) have equivalent 5 years return.
| 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 | 7.044 | 8.194 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66M | 9.12B | 0% |
| Annual Yield % from dividends | 2.26 | 0.92 | 246% |
| Returns for 1 year | 0.63 | -1.97 | -32% |
| Returns for 3 years | 1.60 | 0.24 | 665% |
| Returns for 5 years | 53.73 | 52.35 | 103% |
| Returns for 10 years | 39.85 | -6.36 | -626% |
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