Ad is loading...
FRDRX vs VFINX
FRDRX vs VFINX Comparison
Open Charts FRDRX vs VFINX
Franklin Rising Dividends R
Price$89.32
Change-$7.48 (-7.73%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
FRDRX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRDRX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. FRDRX (25.5B). VFINX pays higher dividends than FRDRX: VFINX (1.24) vs FRDRX (0.67). FRDRX was incepted earlier than VFINX: FRDRX (23 years) vs VFINX (48 years). VFINX is a more actively managed with annual turnover of: 2.00 vs. FRDRX (1.88). 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 : 25.40 vs. FRDRX (2.74). VFINX return over 5 years is better than : 84.83 vs. FRDRX (30.98).
| FRDRX | VFINX | FRDRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 48 years | - |
| Gain YTD | 1.891 | 24.763 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5B | 1.37T | 2% |
| Annual Yield % from dividends | 0.67 | 1.24 | 54% |
| Returns for 1 year | 2.74 | 25.40 | 11% |
| Returns for 3 years | -3.36 | 28.04 | -12% |
| Returns for 5 years | 30.98 | 84.83 | 37% |
| Returns for 10 years | 74.00 | 186.19 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...