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FRDRX vs VFINX
FRDRX vs VFINX Comparison
Open Charts FRDRX vs VFINX
Franklin Rising Dividends R
Price$90.95
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets26.87B
Vanguard 500 Index Investor
Price$552.12
Change+$0.06 (+0.01%)
VolumeN/A
Net Assets1.33T
FRDRX vs VFINX Comparison Chart
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FRDRX vs. VFINX commentary
Jun 05, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. FRDRX (26.9B). VFINX pays higher dividends than FRDRX: VFINX (1.18) vs FRDRX (0.49). FRDRX was incepted earlier than VFINX: FRDRX (23 years) vs VFINX (49 years). FRDRX (1.09) is less costly to investors than VFINX (0.14). FRDRX is a more actively managed with annual turnover of: 12.32 vs. VFINX (2.00). VFINX has a lower initial minimum investment than FRDRX: VFINX (0) vs FRDRX (1000). VFINX annual gain was more profitable for investors over the last year : 12.86 vs. FRDRX (-0.93). VFINX return over 5 years is better than : 86.77 vs. FRDRX (35.72).
| FRDRX | VFINX | FRDRX / VFINX | |
| Total Expense Ratio | 1.08 | 0.14 | 771% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 23 years | 49 years | - |
| Gain YTD | 2.624 | 1.712 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 1.34T | 2% |
| Annual Yield % from dividends | 0.49 | 1.18 | 41% |
| Returns for 1 year | -0.93 | 12.86 | -7% |
| Returns for 3 years | 7.99 | 45.32 | 18% |
| Returns for 5 years | 35.72 | 86.77 | 41% |
| Returns for 10 years | 78.68 | 185.40 | 42% |
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