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FRDAX vs VFINX
FRDAX vs VFINX Comparison
Open Charts FRDAX vs VFINX
Franklin Rising Dividends Adv
Price$92.06
Change+$0.25 (+0.27%)
VolumeN/A
Net Assets28.1B
Vanguard 500 Index Investor
Price$562.03
Change+$3.44 (+0.62%)
VolumeN/A
Net Assets1.35T
FRDAX vs VFINX Comparison Chart
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FRDAX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. FRDAX (28.1B). VFINX pays higher dividends than FRDAX: VFINX (1.24) vs FRDAX (1.11). FRDAX was incepted earlier than VFINX: FRDAX (19 years) vs VFINX (48 years). VFINX is a more actively managed with annual turnover of: 2.00 vs. FRDAX (1.88). VFINX has a lower initial minimum investment than FRDAX: VFINX (0) vs FRDAX (100000). VFINX annual gain was more profitable for investors over the last year : 25.21 vs. FRDAX (4.27). VFINX return over 5 years is better than : 84.81 vs. FRDAX (34.30).
| FRDAX | VFINX | FRDAX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 48 years | - |
| Gain YTD | 3.566 | 3.535 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 1.35T | 2% |
| Annual Yield % from dividends | 1.11 | 1.24 | 90% |
| Returns for 1 year | 4.27 | 25.21 | 17% |
| Returns for 3 years | 5.48 | 38.51 | 14% |
| Returns for 5 years | 34.30 | 84.81 | 40% |
| Returns for 10 years | 86.78 | 197.13 | 44% |
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