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FRDRX vs VFINX
FRDRX vs VFINX Comparison
Open Charts FRDRX vs VFINX
Franklin Rising Dividends R
Price$100.61
Change+$0.49 (+0.49%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.85
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
FRDRX vs VFINX Comparison Chart
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FRDRX vs. VFINX commentary
Nov 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 StrongBuy and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. FRDRX (28.7B). 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 : 30.57 vs. FRDRX (14.54). VFINX return over 5 years is better than : 91.24 vs. FRDRX (48.74).
| 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 | 14.158 | 25.011 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7B | 1.28T | 2% |
| Annual Yield % from dividends | 0.67 | 1.24 | 54% |
| Returns for 1 year | 14.54 | 30.57 | 48% |
| Returns for 3 years | 2.78 | 27.07 | 10% |
| Returns for 5 years | 48.74 | 91.24 | 53% |
| Returns for 10 years | 95.65 | 189.02 | 51% |
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