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FRDRX vs VFIAX
FRDRX vs VFIAX Comparison
Open Charts FRDRX vs VFIAX
Franklin Rising Dividends R
Price$94.68
Change-$0.53 (-0.56%)
VolumeN/A
Net Assets27.74B
Vanguard 500 Index Admiral
Price$578.67
Change+$0.81 (+0.14%)
VolumeN/A
Net Assets1.49T
FRDRX vs VFIAX Comparison Chart in %
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FRDRX vs. VFIAX commentary
Jul 15, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. FRDRX (27.7B). VFIAX pays higher dividends than FRDRX: VFIAX (1.21) vs FRDRX (0.47). FRDRX was incepted earlier than VFIAX: FRDRX (24 years) vs VFIAX (25 years). FRDRX (1.09) is less costly to investors than VFIAX (0.04). FRDRX is a more actively managed with annual turnover of: 12.32 vs. VFIAX (2.00). 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 : 12.17 vs. FRDRX (1.50). VFIAX return over 5 years is better than : 96.74 vs. FRDRX (44.09).
| FRDRX | VFIAX | FRDRX / VFIAX | |
| Total Expense Ratio | 1.08 | 0.04 | 2,700% |
| Annual Report Gross Expense Ratio | 1.09 | 0.04 | 2,725% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 6.939 | 6.491 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7B | 1.49T | 2% |
| Annual Yield % from dividends | 0.47 | 1.21 | 39% |
| Returns for 1 year | 1.50 | 12.17 | 12% |
| Returns for 3 years | 21.45 | 64.07 | 33% |
| Returns for 5 years | 44.09 | 96.74 | 46% |
| Returns for 10 years | 85.80 | 197.21 | 44% |