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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$33.48
Change-$0.37 (-1.09%)
VolumeN/A
Net Assets9.32B
LSV Global Managed Volatility Investor
Price$12.02
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets10.52M
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Nov 14, 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 LVAFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.32B vs. LVAFX (10.5M). LVAFX pays higher dividends than FMDRX: LVAFX (2.10) vs FMDRX (1.79). FMDRX was incepted earlier than LVAFX: FMDRX (13 years) vs LVAFX (11 years). LVAFX (1.48) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 vs. LVAFX (18.00). LVAFX has a lower initial minimum investment than FMDRX: LVAFX (1000) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 5.36 vs. LVAFX (2.60). LVAFX return over 5 years is better than : 39.40 vs. FMDRX (30.41).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | 0.88 | 1.00 | 88% |
| Annual Report Gross Expense Ratio | 0.88 | 1.48 | 59% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 16.696 | 19.345 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.32B | 10.5M | 88,762% |
| Annual Yield % from dividends | 1.79 | 2.10 | 85% |
| Returns for 1 year | 5.36 | 2.60 | 206% |
| Returns for 3 years | 19.85 | 21.30 | 93% |
| Returns for 5 years | 30.41 | 39.40 | 77% |
| Returns for 10 years | 13.52 | 66.97 | 20% |
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