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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$33.20
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets9.71B
LSV Global Managed Volatility Instl
Price$11.55
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets9.95M
FMDRX vs LSVFX Comparison Chart in %
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FMDRX vs. LSVFX commentary
Feb 04, 2026
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 FMDRX is a Buy and LSVFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.71B vs. LSVFX (9.95M). LSVFX pays higher dividends than FMDRX: LSVFX (2.99) vs FMDRX (1.80). FMDRX was incepted earlier than LSVFX: FMDRX (13 years) vs LSVFX (12 years). LSVFX (1.76) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 vs. LSVFX (22.00). LSVFX has a lower initial minimum investment than FMDRX: LSVFX (100000) vs FMDRX (1000000). LSVFX annual gain was more profitable for investors over the last year : 16.52 vs. FMDRX (13.42). LSVFX return over 5 years is better than : 33.09 vs. FMDRX (22.26).
| FMDRX | LSVFX | FMDRX / LSVFX | |
| Total Expense Ratio | 0.88 | 0.75 | 117% |
| Annual Report Gross Expense Ratio | 0.88 | 1.76 | 50% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 3.556 | 4.336 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 9.95M | 97,647% |
| Annual Yield % from dividends | 1.80 | 2.99 | 60% |
| Returns for 1 year | 13.42 | 16.52 | 81% |
| Returns for 3 years | 19.91 | 16.93 | 118% |
| Returns for 5 years | 22.26 | 33.09 | 67% |
| Returns for 10 years | 36.85 | 77.61 | 47% |
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