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FRDPX vs VFIAX
FRDPX vs VFIAX Comparison
Open Charts FRDPX vs VFIAX
Franklin Rising Dividends A
Price$89.61
Change-$1.51 (-1.66%)
VolumeN/A
Net Assets26.92B
Vanguard 500 Index Admiral
Price$540.21
Change-$8.84 (-1.61%)
VolumeN/A
Net Assets1.33T
FRDPX vs VFIAX Comparison Chart
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FRDPX vs. VFIAX commentary
May 22, 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 FRDPX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. FRDPX (26.9B). VFIAX pays higher dividends than FRDPX: VFIAX (1.36) vs FRDPX (0.76). FRDPX was incepted earlier than VFIAX: FRDPX (38 years) vs VFIAX (25 years). FRDPX (0.84) is less costly to investors than VFIAX (0.04). FRDPX is a more actively managed with annual turnover of: 12.32 vs. VFIAX (2.00). FRDPX has a lower initial minimum investment than VFIAX: FRDPX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 11.66 vs. FRDPX (-2.40). VFIAX return over 5 years is better than : 100.87 vs. FRDPX (48.39).
| FRDPX | VFIAX | FRDPX / VFIAX | |
| Total Expense Ratio | 0.83 | 0.04 | 2,075% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 2.583 | 1.173 | 220% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 1.34T | 2% |
| Annual Yield % from dividends | 0.76 | 1.36 | 56% |
| Returns for 1 year | -2.40 | 11.66 | -21% |
| Returns for 3 years | 13.50 | 52.32 | 26% |
| Returns for 5 years | 48.39 | 100.87 | 48% |
| Returns for 10 years | 77.34 | 179.59 | 43% |
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