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FRDRX vs VFIAX
FRDRX vs VFIAX Comparison
Open Charts FRDRX vs VFIAX
Franklin Rising Dividends R
Price$79.80
Change-$0.43 (-0.54%)
VolumeN/A
Net Assets24.12B
Vanguard 500 Index Admiral
Price$467.14
Change-$1.09 (-0.23%)
VolumeN/A
Net Assets1.32T
FRDRX vs VFIAX Comparison Chart
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FRDRX vs. VFIAX commentary
Apr 09, 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: 1.32T vs. FRDRX (24.1B). VFIAX pays higher dividends than FRDRX: VFIAX (1.35) vs FRDRX (0.54). FRDRX was incepted earlier than VFIAX: FRDRX (23 years) vs VFIAX (24 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 : -2.69 vs. FRDRX (-13.48). VFIAX return over 5 years is better than : 84.14 vs. FRDRX (38.62).
| 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 | 23 years | 24 years | - |
| Gain YTD | -9.529 | -13.920 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.32T | 2% |
| Annual Yield % from dividends | 0.54 | 1.35 | 40% |
| Returns for 1 year | -13.48 | -2.69 | 501% |
| Returns for 3 years | -10.89 | 12.85 | -85% |
| Returns for 5 years | 38.62 | 84.14 | 46% |
| Returns for 10 years | 56.59 | 141.17 | 40% |
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