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FRDRX vs VFIAX
FRDRX vs VFIAX Comparison
Open Charts FRDRX vs VFIAX
Franklin Rising Dividends R
Price$89.32
Change-$7.48 (-7.73%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
FRDRX vs VFIAX Comparison Chart
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FRDRX vs. VFIAX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. FRDRX (25.5B). 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 : 25.43 vs. FRDRX (2.74). VFIAX return over 5 years is better than : 84.86 vs. FRDRX (30.98).
| 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 | 1.891 | 24.793 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5B | 1.37T | 2% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | 2.74 | 25.43 | 11% |
| Returns for 3 years | -3.36 | 28.07 | -12% |
| Returns for 5 years | 30.98 | 84.86 | 37% |
| Returns for 10 years | 74.00 | 186.22 | 40% |
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