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FRDAX vs VFINX
FRDAX vs VFINX Comparison
Open Charts FRDAX vs VFINX
Franklin Rising Dividends Adv
Price$85.26
Change+$6.29 (+7.97%)
VolumeN/A
Net Assets23.6B
Vanguard 500 Index Investor
Price$503.65
Change+$43.77 (+9.52%)
VolumeN/A
Net Assets1.32T
FRDAX vs VFINX Comparison Chart
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FRDAX vs. VFINX commentary
Apr 11, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. FRDAX (23.6B). VFINX pays higher dividends than FRDAX: VFINX (1.24) vs FRDAX (1.04). FRDAX was incepted earlier than VFINX: FRDAX (20 years) vs VFINX (49 years). FRDAX (0.59) is less costly to investors than VFINX (0.14). FRDAX is a more actively managed with annual turnover of: 12.32 vs. VFINX (2.00). 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 : -4.34 vs. FRDAX (-14.95). VFINX return over 5 years is better than : 78.65 vs. FRDAX (36.78).
| FRDAX | VFINX | FRDAX / VFINX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | -11.160 | -15.272 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.32T | 2% |
| Annual Yield % from dividends | 1.04 | 1.24 | 83% |
| Returns for 1 year | -14.95 | -4.34 | 345% |
| Returns for 3 years | -11.71 | 11.08 | -106% |
| Returns for 5 years | 36.78 | 78.65 | 47% |
| Returns for 10 years | 56.84 | 137.41 | 41% |
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