LVAFX
Price
$11.43
Change
+$0.11 (+0.97%)
Updated
Jan 14 closing price
Net Assets
9.99M
TEDRX
Price
$30.91
Change
+$0.10 (+0.32%)
Updated
Jan 14 closing price
Net Assets
9.61B
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LVAFX vs TEDRX

Header iconLVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRXBanner chart's image
LSV Global Managed Volatility Investor
Price$11.43
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets9.99M
Franklin Mutual Global Discovery R
Price$30.91
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets9.61B
LVAFX vs TEDRX Comparison Chart in %
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LVAFX vs. TEDRX commentary
Jan 16, 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 TEDRX is a Hold.

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FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.61B vs. LVAFX (9.99M). LVAFX pays higher dividends than TEDRX: LVAFX (2.79) vs TEDRX (1.42). LVAFX was incepted earlier than TEDRX: LVAFX (12 years) vs TEDRX (24 years). LVAFX (2.01) is less costly to investors than TEDRX (1.46). TEDRX is a more actively managed with annual turnover of: 34.55 vs. LVAFX (18.00). LVAFX (1000) and TEDRX (1000) have matching initial minimum investment requirements. LVAFX annual gain was more profitable for investors over the last year : 16.76 vs. TEDRX (14.67). LVAFX return over 5 years is better than : 27.93 vs. TEDRX (14.49).
LVAFXTEDRXLVAFX / TEDRX
Total Expense Ratio1.001.4668%
Annual Report Gross Expense Ratio2.011.46138%
Fund Existence12 years24 years-
Gain YTD2.1452.21697%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets9.99M9.61B0%
Annual Yield % from dividends2.791.42196%
Returns for 1 year16.7614.67114%
Returns for 3 years13.8917.2680%
Returns for 5 years27.9314.49193%
Returns for 10 years74.1827.27272%
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