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FRDAX vs VFIAX
FRDAX vs VFIAX Comparison
Open Charts FRDAX vs VFIAX
Franklin Rising Dividends Adv
Price$92.06
Change+$0.25 (+0.27%)
VolumeN/A
Net Assets28.1B
Vanguard 500 Index Admiral
Price$561.98
Change+$3.44 (+0.62%)
VolumeN/A
Net Assets1.35T
FRDAX vs VFIAX Comparison Chart
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FRDAX vs. VFIAX commentary
Jan 24, 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 FRDAX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. FRDAX (28.1B). VFIAX pays higher dividends than FRDAX: VFIAX (1.32) vs FRDAX (1.11). FRDAX was incepted earlier than VFIAX: FRDAX (19 years) vs VFIAX (24 years). VFIAX is a more actively managed with annual turnover of: 2.00 vs. FRDAX (1.88). VFIAX has a lower initial minimum investment than FRDAX: VFIAX (3000) vs FRDAX (100000). VFIAX annual gain was more profitable for investors over the last year : 25.22 vs. FRDAX (4.27). VFIAX return over 5 years is better than : 84.80 vs. FRDAX (34.30).
| FRDAX | VFIAX | FRDAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 3.566 | 3.541 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 1.35T | 2% |
| Annual Yield % from dividends | 1.11 | 1.32 | 84% |
| Returns for 1 year | 4.27 | 25.22 | 17% |
| Returns for 3 years | 5.48 | 38.51 | 14% |
| Returns for 5 years | 34.30 | 84.80 | 40% |
| Returns for 10 years | 86.78 | 197.09 | 44% |