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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
Franklin Mutual Global Discovery R6
Price$32.15
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets9.51B
LSV Global Managed Volatility Instl
Price$11.51
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.89M
FMDRX vs LSVFX Comparison Chart in %
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FMDRX vs. LSVFX commentary
Dec 26, 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 FMDRX is a Hold and LSVFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.51B vs. LSVFX (9.89M). LSVFX pays higher dividends than FMDRX: LSVFX (2.27) vs FMDRX (1.76). 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 (18.00). 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 : 14.45 vs. FMDRX (11.79). LSVFX return over 5 years is better than : 31.92 vs. FMDRX (20.52).
| 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 | 12.060 | 15.331 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 9.89M | 96,167% |
| Annual Yield % from dividends | 1.76 | 2.27 | 77% |
| Returns for 1 year | 11.79 | 14.45 | 82% |
| Returns for 3 years | 22.88 | 16.06 | 142% |
| Returns for 5 years | 20.52 | 31.92 | 64% |
| Returns for 10 years | 18.29 | 63.40 | 29% |
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