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FRDRX vs VTSAX
FRDRX vs VTSAX Comparison
Open Charts FRDRX vs VTSAX
Franklin Rising Dividends R
Price$87.56
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets26.04B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
FRDRX vs VTSAX Comparison Chart
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FRDRX vs. VTSAX commentary
May 11, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. FRDRX (26B). VTSAX pays higher dividends than FRDRX: VTSAX (1.36) vs FRDRX (0.51). FRDRX was incepted earlier than VTSAX: FRDRX (23 years) vs VTSAX (25 years). FRDRX (1.09) is less costly to investors than VTSAX (0.04). FRDRX is a more actively managed with annual turnover of: 12.32 vs. VTSAX (2.00). FRDRX has a lower initial minimum investment than VTSAX: FRDRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.95 vs. FRDRX (-4.88). VTSAX return over 5 years is better than : 89.19 vs. FRDRX (42.82).
| FRDRX | VTSAX | FRDRX / VTSAX | |
| Total Expense Ratio | 1.08 | 0.04 | 2,700% |
| Annual Report Gross Expense Ratio | 1.09 | 0.04 | 2,725% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -1.103 | -4.018 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 1.72T | 2% |
| Annual Yield % from dividends | 0.51 | 1.36 | 37% |
| Returns for 1 year | -4.88 | 7.95 | -61% |
| Returns for 3 years | 6.43 | 40.09 | 16% |
| Returns for 5 years | 42.82 | 89.19 | 48% |
| Returns for 10 years | 71.40 | 165.84 | 43% |
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