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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$33.20
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets9.71B
LSV Global Managed Volatility Investor
Price$11.68
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets9.94M
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Feb 05, 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 LVAFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.71B vs. LVAFX (9.94M). LVAFX pays higher dividends than FMDRX: LVAFX (2.69) vs FMDRX (1.80). 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 (22.00). 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 : 16.32 vs. FMDRX (13.42). LVAFX return over 5 years is better than : 31.86 vs. FMDRX (22.26).
| 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 | 3.556 | 4.379 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 9.94M | 97,726% |
| Annual Yield % from dividends | 1.80 | 2.69 | 67% |
| Returns for 1 year | 13.42 | 16.32 | 82% |
| Returns for 3 years | 19.91 | 16.27 | 122% |
| Returns for 5 years | 22.26 | 31.86 | 70% |
| Returns for 10 years | 36.85 | 73.61 | 50% |
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