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LVAFX vs TEDIX
LVAFX vs TEDIX Comparison
Open Charts LVAFX vs TEDIX
LSV Global Managed Volatility Investor
Price$11.74
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets10.26M
Franklin Mutual Global Discovery A
Price$32.59
Change+$0.19 (+0.59%)
VolumeN/A
Net Assets9.47B
LVAFX vs TEDIX Comparison Chart in %
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LVAFX vs. TEDIX commentary
Oct 21, 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: 9.47B vs. LVAFX (10.3M). LVAFX pays higher dividends than TEDIX: LVAFX (2.08) vs TEDIX (1.64). 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 : 3.64 vs. LVAFX (-0.78). LVAFX (40.07) and TEDIX (38.78) have equivalent 5 years return.
| 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 | 16.468 | 17.357 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 9.47B | 0% |
| Annual Yield % from dividends | 2.08 | 1.64 | 127% |
| Returns for 1 year | -0.78 | 3.64 | -21% |
| Returns for 3 years | 27.40 | 30.01 | 91% |
| Returns for 5 years | 40.07 | 38.78 | 103% |
| Returns for 10 years | 58.10 | 11.19 | 519% |
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