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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$12.02
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets10.52M
Franklin Mutual Global Discovery A
Price$32.30
Change-$0.36 (-1.10%)
VolumeN/A
Net Assets9.32B
LVAFX vs TEDIX Comparison Chart in %
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LVAFX vs. TEDIX 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 LVAFX is a Hold and TEDIX is a Hold.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.32B vs. LVAFX (10.5M). LVAFX pays higher dividends than TEDIX: LVAFX (2.10) vs TEDIX (1.55). LVAFX was incepted earlier than TEDIX: LVAFX (11 years) vs TEDIX (33 years). LVAFX (1.48) is less costly to investors than TEDIX (1.21). TEDIX is a more actively managed with annual turnover of: 34.55 vs. LVAFX (18.00). LVAFX (1000) and TEDIX (1000) have matching initial minimum investment requirements. TEDIX annual gain was more profitable for investors over the last year : 5.78 vs. LVAFX (2.60). LVAFX return over 5 years is better than : 39.40 vs. TEDIX (29.33).
| LVAFX | TEDIX | LVAFX / TEDIX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.48 | 1.21 | 122% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 19.345 | 17.609 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 9.32B | 0% |
| Annual Yield % from dividends | 2.10 | 1.55 | 135% |
| Returns for 1 year | 2.60 | 5.78 | 45% |
| Returns for 3 years | 21.30 | 18.61 | 114% |
| Returns for 5 years | 39.40 | 29.33 | 134% |
| Returns for 10 years | 66.97 | 12.64 | 530% |
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