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FRDRX vs VFIAX
FRDRX vs VFIAX Comparison
Open Charts FRDRX vs VFIAX
Franklin Rising Dividends R
Price$87.60
Change+$0.41 (+0.47%)
VolumeN/A
Net Assets25.95B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
FRDRX vs VFIAX Comparison Chart
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FRDRX vs. VFIAX commentary
May 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. FRDRX (25.9B). VFIAX pays higher dividends than FRDRX: VFIAX (1.36) vs FRDRX (0.51). FRDRX was incepted earlier than VFIAX: FRDRX (23 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 : 8.60 vs. FRDRX (-4.69). VFIAX return over 5 years is better than : 92.14 vs. FRDRX (42.21).
| 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 | 25 years | - |
| Gain YTD | -1.521 | -4.178 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 1.34T | 2% |
| Annual Yield % from dividends | 0.51 | 1.36 | 38% |
| Returns for 1 year | -4.69 | 8.60 | -55% |
| Returns for 3 years | 5.72 | 41.15 | 14% |
| Returns for 5 years | 42.21 | 92.14 | 46% |
| Returns for 10 years | 70.35 | 167.68 | 42% |
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