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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$11.65
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets10.26M
Franklin Mutual Global Discovery R
Price$31.86
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets9.47B
LSVFX vs TEDRX Comparison Chart in %
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LSVFX vs. TEDRX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.47B vs. LSVFX (10.3M). LSVFX pays higher dividends than TEDRX: LSVFX (2.34) vs TEDRX (1.44). 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 : 3.15 vs. LSVFX (-0.65). LSVFX return over 5 years is better than : 41.59 vs. TEDRX (36.90).
| 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 | 16.733 | 17.046 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 9.47B | 0% |
| Annual Yield % from dividends | 2.34 | 1.44 | 162% |
| Returns for 1 year | -0.65 | 3.15 | -21% |
| Returns for 3 years | 28.32 | 28.76 | 98% |
| Returns for 5 years | 41.59 | 36.90 | 113% |
| Returns for 10 years | 61.83 | 9.01 | 686% |
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