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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$12.09
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets10.66M
Franklin Mutual Global Discovery R
Price$32.17
Change+$0.29 (+0.91%)
VolumeN/A
Net Assets9.44B
LSVFX vs TEDRX Comparison Chart in %
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LSVFX vs. TEDRX commentary
Dec 05, 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 LSVFX is a Hold and TEDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.44B vs. LSVFX (10.7M). LSVFX pays higher dividends than TEDRX: LSVFX (2.27) vs TEDRX (1.33). LSVFX was incepted earlier than TEDRX: LSVFX (11 years) vs TEDRX (24 years). TEDRX (1.46) is less costly to investors than LSVFX (1.14). TEDRX is a more actively managed with annual turnover of: 34.55 vs. LSVFX (18.00). TEDRX has a lower initial minimum investment than LSVFX: TEDRX (1000) vs LSVFX (100000). TEDRX annual gain was more profitable for investors over the last year : 4.05 vs. LSVFX (2.93). LSVFX return over 5 years is better than : 37.63 vs. TEDRX (20.64).
| LSVFX | TEDRX | LSVFX / TEDRX | |
| Total Expense Ratio | 0.75 | 1.46 | 51% |
| Annual Report Gross Expense Ratio | 1.14 | 1.46 | 78% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 21.142 | 18.185 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 9.44B | 0% |
| Annual Yield % from dividends | 2.27 | 1.33 | 171% |
| Returns for 1 year | 2.93 | 4.05 | 72% |
| Returns for 3 years | 18.91 | 15.61 | 121% |
| Returns for 5 years | 37.63 | 20.64 | 182% |
| Returns for 10 years | 70.04 | 8.92 | 785% |
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