Ad is loading...
FRDRX vs VFIAX
FRDRX vs VFIAX Comparison
Open Charts FRDRX vs VFIAX
Franklin Rising Dividends R
Price$90.70
Change-$1.25 (-1.36%)
VolumeN/A
Net Assets27.61B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
FRDRX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRDRX vs. VFIAX commentary
Feb 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 FRDRX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. FRDRX (27.6B). 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 : 18.28 vs. FRDRX (-0.79). VFIAX return over 5 years is better than : 80.17 vs. FRDRX (28.60).
| 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 | 2.278 | 2.414 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 1.41T | 2% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | -0.79 | 18.28 | -4% |
| Returns for 3 years | 6.10 | 39.78 | 15% |
| Returns for 5 years | 28.60 | 80.17 | 36% |
| Returns for 10 years | 76.56 | 184.37 | 42% |
View a ticker or compare two or three
VS
VS
Ad is loading...