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LVAFX vs TEDRX
LVAFX vs TEDRX Comparison
Open Charts LVAFX vs TEDRX
LSV Global Managed Volatility Investor
Price$11.74
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets10.26M
Franklin Mutual Global Discovery R
Price$31.86
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets9.47B
LVAFX vs TEDRX Comparison Chart in %
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LVAFX vs. TEDRX 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 TEDRX is a Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.47B vs. LVAFX (10.3M). LVAFX pays higher dividends than TEDRX: LVAFX (2.08) vs TEDRX (1.44). LVAFX was incepted earlier than TEDRX: LVAFX (11 years) vs TEDRX (24 years). LVAFX (1.48) and TEDRX (1.46) have similar cost to investors . 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. TEDRX annual gain was more profitable for investors over the last year : 3.15 vs. LVAFX (-0.78). LVAFX return over 5 years is better than : 40.07 vs. TEDRX (36.90).
| LVAFX | TEDRX | LVAFX / TEDRX | |
| Total Expense Ratio | 1.00 | 1.46 | 68% |
| Annual Report Gross Expense Ratio | 1.48 | 1.46 | 101% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 16.468 | 17.046 | 97% |
| Front Load | N/A | N/A | - |
| 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 | 1.44 | 144% |
| Returns for 1 year | -0.78 | 3.15 | -25% |
| Returns for 3 years | 27.40 | 28.76 | 95% |
| Returns for 5 years | 40.07 | 36.90 | 109% |
| Returns for 10 years | 58.10 | 9.01 | 645% |
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