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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$11.31
Change+$0.11 (+0.98%)
VolumeN/A
Net Assets9.99M
Franklin Mutual Global Discovery A
Price$31.61
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets9.61B
LSVFX vs TEDIX Comparison Chart in %
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LSVFX vs. TEDIX commentary
Jan 15, 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 LSVFX is a Hold and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.61B vs. LSVFX (9.99M). LSVFX pays higher dividends than TEDIX: LSVFX (3.10) vs TEDIX (1.63). LSVFX was incepted earlier than TEDIX: LSVFX (12 years) vs TEDIX (33 years). LSVFX (1.76) is less costly to investors than TEDIX (1.21). TEDIX is a more actively managed with annual turnover of: 34.55 vs. LSVFX (18.00). TEDIX has a lower initial minimum investment than LSVFX: TEDIX (1000) vs LSVFX (100000). LSVFX annual gain was more profitable for investors over the last year : 17.07 vs. TEDIX (15.15). LSVFX return over 5 years is better than : 29.33 vs. TEDIX (16.49).
| LSVFX | TEDIX | LSVFX / TEDIX | |
| Total Expense Ratio | 0.75 | 1.21 | 62% |
| Annual Report Gross Expense Ratio | 1.76 | 1.21 | 145% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 2.168 | 2.232 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.99M | 9.61B | 0% |
| Annual Yield % from dividends | 3.10 | 1.63 | 190% |
| Returns for 1 year | 17.07 | 15.15 | 113% |
| Returns for 3 years | 14.60 | 18.68 | 78% |
| Returns for 5 years | 29.33 | 16.49 | 178% |
| Returns for 10 years | 78.32 | 30.18 | 260% |
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