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FRDRX vs VFIAX
FRDRX vs VFIAX Comparison
Open Charts FRDRX vs VFIAX
Franklin Rising Dividends R
Price$91.81
Change+$0.24 (+0.26%)
VolumeN/A
Net Assets28.1B
Vanguard 500 Index Admiral
Price$564.97
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
FRDRX vs VFIAX Comparison Chart
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FRDRX vs. VFIAX commentary
Jan 24, 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 FRDRX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. FRDRX (28.1B). VFIAX pays higher dividends than FRDRX: VFIAX (1.32) vs FRDRX (0.67). FRDRX was incepted earlier than VFIAX: FRDRX (23 years) vs VFIAX (24 years). VFIAX is a more actively managed with annual turnover of: 2.00 vs. FRDRX (1.88). FRDRX has a lower initial minimum investment than VFIAX: FRDRX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.22 vs. FRDRX (3.73). VFIAX return over 5 years is better than : 84.80 vs. FRDRX (32.24).
| FRDRX | VFIAX | FRDRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 3.530 | 3.541 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 1.35T | 2% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | 3.73 | 25.22 | 15% |
| Returns for 3 years | 4.40 | 38.51 | 11% |
| Returns for 5 years | 32.24 | 84.80 | 38% |
| Returns for 10 years | 83.03 | 197.09 | 42% |
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