Interact to see
Advertisement
Advertisement
LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$11.68
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets9.94M
Franklin Mutual Global Discovery A
Price$32.01
Change-$0.33 (-1.02%)
VolumeN/A
Net Assets9.71B
LVAFX vs TEDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVAFX vs. TEDIX 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 LVAFX is a Hold and TEDIX is a Buy.
FUNDAMENTALS
Fundamentals
TEDIX has more cash in the bank: 9.71B vs. LVAFX (9.94M). LVAFX pays higher dividends than TEDIX: LVAFX (2.69) vs TEDIX (1.58). LVAFX was incepted earlier than TEDIX: LVAFX (12 years) vs TEDIX (33 years). LVAFX (2.01) is less costly to investors than TEDIX (1.21). TEDIX is a more actively managed with annual turnover of: 34.55 vs. LVAFX (22.00). LVAFX (1000) and TEDIX (1000) have matching initial minimum investment requirements. LVAFX annual gain was more profitable for investors over the last year : 16.32 vs. TEDIX (12.73). LVAFX return over 5 years is better than : 31.86 vs. TEDIX (19.31).
| LVAFX | TEDIX | LVAFX / TEDIX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 2.01 | 1.21 | 166% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 4.379 | 3.525 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94M | 9.71B | 0% |
| Annual Yield % from dividends | 2.69 | 1.58 | 170% |
| Returns for 1 year | 16.32 | 12.73 | 128% |
| Returns for 3 years | 16.27 | 17.90 | 91% |
| Returns for 5 years | 31.86 | 19.31 | 165% |
| Returns for 10 years | 73.61 | 32.47 | 227% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PMPIX | 209.32 | 12.24 | +6.21% |
| ProFunds Precious Metals UltraSector Inv | |||
| UIPMX | 56.14 | 2.42 | +4.50% |
| Victory Precious Metals & Minerals Instl | |||
| MLPDX | 6.35 | 0.08 | +1.28% |
| Invesco SteelPath MLP Income A | |||
| BUIBX | 21.43 | 0.12 | +0.56% |
| Buffalo Flexible Allocation Inst | |||
| RERCX | 61.74 | -0.06 | -0.10% |
| American Funds EUPAC R3 | |||