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LSVFX vs TEDRX
LSVFX vs TEDRX Comparison
Open Charts LSVFX vs TEDRX
LSV Global Managed Volatility Instl
Price$11.93
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets10.52M
Franklin Mutual Global Discovery R
Price$31.57
Change-$0.36 (-1.13%)
VolumeN/A
Net Assets9.43B
LSVFX vs TEDRX Comparison Chart in %
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LSVFX vs. TEDRX commentary
Nov 14, 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: 9.43B vs. LSVFX (10.5M). LSVFX pays higher dividends than TEDRX: LSVFX (2.35) vs TEDRX (1.35). 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 : 5.32 vs. LSVFX (2.76). LSVFX return over 5 years is better than : 40.93 vs. TEDRX (27.58).
| 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 | 19.639 | 17.303 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 9.43B | 0% |
| Annual Yield % from dividends | 2.35 | 1.35 | 174% |
| Returns for 1 year | 2.76 | 5.32 | 52% |
| Returns for 3 years | 22.04 | 17.54 | 126% |
| Returns for 5 years | 40.93 | 27.58 | 148% |
| Returns for 10 years | 70.94 | 10.49 | 676% |
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