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FRDRX vs VITSX
FRDRX vs VITSX Comparison
Open Charts FRDRX vs VITSX
Franklin Rising Dividends R
Price$87.60
Change+$0.41 (+0.47%)
VolumeN/A
Net Assets25.95B
Vanguard Total Stock Market Idx I
Price$135.42
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
FRDRX vs VITSX Comparison Chart
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FRDRX vs. VITSX commentary
May 09, 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. FRDRX (25.9B). VITSX pays higher dividends than FRDRX: VITSX (1.37) vs FRDRX (0.51). FRDRX was incepted earlier than VITSX: FRDRX (23 years) vs VITSX (28 years). FRDRX (1.09) is less costly to investors than VITSX (0.03). FRDRX is a more actively managed with annual turnover of: 12.32 vs. VITSX (2.00). FRDRX has a lower initial minimum investment than VITSX: FRDRX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 7.85 vs. FRDRX (-4.69). VITSX return over 5 years is better than : 87.94 vs. FRDRX (42.21).
| FRDRX | VITSX | FRDRX / VITSX | |
| Total Expense Ratio | 1.08 | 0.03 | 3,600% |
| Annual Report Gross Expense Ratio | 1.09 | 0.03 | 3,633% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -1.521 | -4.656 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 1.72T | 2% |
| Annual Yield % from dividends | 0.51 | 1.37 | 37% |
| Returns for 1 year | -4.69 | 7.85 | -60% |
| Returns for 3 years | 5.72 | 39.39 | 15% |
| Returns for 5 years | 42.21 | 87.94 | 48% |
| Returns for 10 years | 70.35 | 163.32 | 43% |
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