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LSVFX vs TEDIX
LSVFX vs TEDIX Comparison
Open Charts LSVFX vs TEDIX
LSV Global Managed Volatility Instl
Price$11.55
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets9.95M
Franklin Mutual Global Discovery A
Price$32.01
Change-$0.33 (-1.02%)
VolumeN/A
Net Assets9.71B
LSVFX vs TEDIX Comparison Chart in %
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LSVFX vs. TEDIX commentary
Feb 04, 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 Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.71B vs. LSVFX (9.95M). LSVFX pays higher dividends than TEDIX: LSVFX (2.99) vs TEDIX (1.58). 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 (22.00). 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 : 16.52 vs. TEDIX (12.73). LSVFX return over 5 years is better than : 33.09 vs. TEDIX (19.31).
| 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 | 4.336 | 3.525 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95M | 9.71B | 0% |
| Annual Yield % from dividends | 2.99 | 1.58 | 189% |
| Returns for 1 year | 16.52 | 12.73 | 130% |
| Returns for 3 years | 16.93 | 17.90 | 95% |
| Returns for 5 years | 33.09 | 19.31 | 171% |
| Returns for 10 years | 77.61 | 32.47 | 239% |
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