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FRDAX vs VFINX
FRDAX vs VFINX Comparison
Open Charts FRDAX vs VFINX
Franklin Rising Dividends Adv
Price$89.19
Change-$0.30 (-0.34%)
VolumeN/A
Net Assets26.92B
Vanguard 500 Index Investor
Price$540.00
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
FRDAX vs VFINX Comparison Chart
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FRDAX vs. VFINX commentary
May 23, 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: 1.34T vs. FRDAX (26.9B). VFINX pays higher dividends than FRDAX: VFINX (1.25) vs FRDAX (1.01). 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 : 11.66 vs. FRDAX (-2.17). VFINX return over 5 years is better than : 100.88 vs. FRDAX (49.53).
| 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 | 2.679 | 1.163 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 1.34T | 2% |
| Annual Yield % from dividends | 1.01 | 1.25 | 81% |
| Returns for 1 year | -2.17 | 11.66 | -19% |
| Returns for 3 years | 14.11 | 52.32 | 27% |
| Returns for 5 years | 49.53 | 100.88 | 49% |
| Returns for 10 years | 79.06 | 179.61 | 44% |
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