Interact to see
Advertisement
Advertisement
LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$11.55
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets9.95M
Franklin Mutual Global Discovery R
Price$31.29
Change-$0.33 (-1.04%)
VolumeN/A
Net Assets9.71B
LSVFX vs TEDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVFX vs. TEDRX 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 TEDRX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.71B vs. LSVFX (9.95M). LSVFX pays higher dividends than TEDRX: LSVFX (2.99) vs TEDRX (1.38). LSVFX was incepted earlier than TEDRX: LSVFX (12 years) vs TEDRX (24 years). LSVFX (1.76) is less costly to investors than TEDRX (1.46). TEDRX is a more actively managed with annual turnover of: 34.55 vs. LSVFX (22.00). TEDRX has a lower initial minimum investment than LSVFX: TEDRX (1000) vs LSVFX (100000). LSVFX annual gain was more profitable for investors over the last year : 16.52 vs. TEDRX (12.22). LSVFX return over 5 years is better than : 33.09 vs. TEDRX (17.25).
| LSVFX | TEDRX | LSVFX / TEDRX | |
| Total Expense Ratio | 0.75 | 1.46 | 51% |
| Annual Report Gross Expense Ratio | 1.76 | 1.46 | 121% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 4.336 | 3.472 | 125% |
| Front Load | N/A | N/A | - |
| 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 | 1.38 | 216% |
| Returns for 1 year | 16.52 | 12.22 | 135% |
| Returns for 3 years | 16.93 | 16.45 | 103% |
| Returns for 5 years | 33.09 | 17.25 | 192% |
| Returns for 10 years | 77.61 | 29.52 | 263% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers