Interact to see
Advertisement
Advertisement
FRDAX vs VFINX
FRDAX vs VFINX Comparison
Open Charts FRDAX vs VFINX
Franklin Rising Dividends Adv
Price$96.45
Change+$0.46 (+0.48%)
VolumeN/A
Net Assets28.12B
Vanguard 500 Index Investor
Price$589.96
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
FRDAX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRDAX vs. VFINX commentary
Jul 27, 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: 1.49T vs. FRDAX (28.1B). VFINX pays higher dividends than FRDAX: VFINX (1.12) vs FRDAX (0.94). 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 : 18.40 vs. FRDAX (4.40). VFINX return over 5 years is better than : 98.86 vs. FRDAX (43.86).
| 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 | 9.117 | 8.702 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 1.49T | 2% |
| Annual Yield % from dividends | 0.94 | 1.12 | 84% |
| Returns for 1 year | 4.40 | 18.40 | 24% |
| Returns for 3 years | 21.65 | 63.07 | 34% |
| Returns for 5 years | 43.86 | 98.86 | 44% |
| Returns for 10 years | 97.52 | 205.63 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement