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FRDAX vs VSMPX
FRDAX vs VSMPX Comparison
Open Charts FRDAX vs VSMPX
Franklin Rising Dividends Adv
Price$99.21
Change-$0.21 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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FRDAX vs VSMPX Comparison Chart
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FRDAX vs. VSMPX commentary
Sep 21, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. FRDAX (28.8B). VSMPX pays higher dividends than FRDAX: VSMPX (1.36) vs FRDAX (1.11). FRDAX was incepted earlier than VSMPX: FRDAX (19 years) vs VSMPX (9 years). VSMPX is a more actively managed with annual turnover of: 2.00 vs. FRDAX (1.88). FRDAX has a lower initial minimum investment than VSMPX: FRDAX (100000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.58 vs. FRDAX (17.71). VSMPX return over 5 years is better than : 85.73 vs. FRDAX (51.47).
| FRDAX | VSMPX | FRDAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 13.003 | 18.661 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 1.72T | 2% |
| Annual Yield % from dividends | 1.11 | 1.36 | 82% |
| Returns for 1 year | 17.71 | 31.58 | 56% |
| Returns for 3 years | 9.66 | 25.38 | 38% |
| Returns for 5 years | 51.47 | 85.73 | 60% |
| Returns for 10 years | 107.31 | N/A | - |
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