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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
Franklin Mutual Global Discovery R6
Price$33.77
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets9.47B
LSV Global Managed Volatility Investor
Price$11.74
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets10.26M
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Oct 21, 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: 9.47B vs. LVAFX (10.3M). LVAFX pays higher dividends than FMDRX: LVAFX (2.08) vs FMDRX (1.87). FMDRX was incepted earlier than LVAFX: FMDRX (12 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 : 4.31 vs. LVAFX (-0.78). FMDRX (41.47) and LVAFX (40.07) have equivalent 5 years return.
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | 0.88 | 1.00 | 88% |
| Annual Report Gross Expense Ratio | 0.88 | 1.48 | 59% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 17.707 | 16.468 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 10.3M | 91,981% |
| Annual Yield % from dividends | 1.87 | 2.08 | 90% |
| Returns for 1 year | 4.31 | -0.78 | -552% |
| Returns for 3 years | 31.69 | 27.40 | 116% |
| Returns for 5 years | 41.47 | 40.07 | 103% |
| Returns for 10 years | 14.29 | 58.10 | 25% |
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