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FRDAX vs VFINX
FRDAX vs VFINX Comparison
Open Charts FRDAX vs VFINX
Franklin Rising Dividends Adv
Price$100.91
Change+$0.49 (+0.49%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.85
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
FRDAX vs VFINX Comparison Chart
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FRDAX vs. VFINX commentary
Nov 23, 2024
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 StrongBuy and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. FRDAX (28.7B). 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 : 31.03 vs. FRDAX (15.69). VFINX return over 5 years is better than : 91.91 vs. FRDAX (51.74).
| 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 | 15.245 | 25.449 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7B | 1.28T | 2% |
| Annual Yield % from dividends | 1.11 | 1.24 | 90% |
| Returns for 1 year | 15.69 | 31.03 | 51% |
| Returns for 3 years | 4.47 | 27.30 | 16% |
| Returns for 5 years | 51.74 | 91.91 | 56% |
| Returns for 10 years | 100.46 | 190.34 | 53% |
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