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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$32.78
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets9.61B
LSV Global Managed Volatility Investor
Price$11.43
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets9.99M
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Jan 16, 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 Hold and LVAFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.61B vs. LVAFX (9.99M). LVAFX pays higher dividends than FMDRX: LVAFX (2.79) vs FMDRX (1.85). FMDRX was incepted earlier than LVAFX: FMDRX (13 years) vs LVAFX (12 years). LVAFX (2.01) 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). LVAFX annual gain was more profitable for investors over the last year : 16.76 vs. FMDRX (15.87). LVAFX return over 5 years is better than : 27.93 vs. FMDRX (19.38).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | 0.88 | 1.00 | 88% |
| Annual Report Gross Expense Ratio | 0.88 | 2.01 | 44% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 2.246 | 2.145 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 9.99M | 96,226% |
| Annual Yield % from dividends | 1.85 | 2.79 | 66% |
| Returns for 1 year | 15.87 | 16.76 | 95% |
| Returns for 3 years | 20.70 | 13.89 | 149% |
| Returns for 5 years | 19.38 | 27.93 | 69% |
| Returns for 10 years | 34.52 | 74.18 | 47% |
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