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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$34.50
Change-$0.18 (-0.52%)
VolumeN/A
Net Assets9.57B
LSV Global Managed Volatility Investor
Price$12.29
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets10.78M
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Dec 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 Buy and LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.57B vs. LVAFX (10.8M). LVAFX pays higher dividends than FMDRX: LVAFX (2.03) vs FMDRX (1.76). FMDRX was incepted earlier than LVAFX: FMDRX (13 years) vs LVAFX (11 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). FMDRX annual gain was more profitable for investors over the last year : 8.03 vs. LVAFX (5.60). LVAFX return over 5 years is better than : 38.01 vs. FMDRX (27.36).
| 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 | 11 years | - |
| Gain YTD | 20.878 | 22.024 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 10.8M | 88,593% |
| Annual Yield % from dividends | 1.76 | 2.03 | 87% |
| Returns for 1 year | 8.03 | 5.60 | 143% |
| Returns for 3 years | 21.88 | 20.63 | 106% |
| Returns for 5 years | 27.36 | 38.01 | 72% |
| Returns for 10 years | 21.92 | 73.85 | 30% |
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