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FRDRX vs VFINX
FRDRX vs VFINX Comparison
Open Charts FRDRX vs VFINX
Franklin Rising Dividends R
Price$90.70
Change-$1.25 (-1.36%)
VolumeN/A
Net Assets27.61B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
FRDRX vs VFINX Comparison Chart
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FRDRX vs. VFINX commentary
Feb 23, 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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. FRDRX (27.6B). VFINX pays higher dividends than FRDRX: VFINX (1.24) vs FRDRX (0.67). FRDRX was incepted earlier than VFINX: FRDRX (23 years) vs VFINX (49 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 : 18.27 vs. FRDRX (-0.79). VFINX return over 5 years is better than : 80.18 vs. FRDRX (28.60).
| FRDRX | VFINX | FRDRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 49 years | - |
| Gain YTD | 2.278 | 2.400 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 1.41T | 2% |
| Annual Yield % from dividends | 0.67 | 1.24 | 54% |
| Returns for 1 year | -0.79 | 18.27 | -4% |
| Returns for 3 years | 6.10 | 39.78 | 15% |
| Returns for 5 years | 28.60 | 80.18 | 36% |
| Returns for 10 years | 76.56 | 184.41 | 42% |
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