Ad is loading...
Ad is loading...
FRDRX vs VTSAX
FRDRX vs VTSAX Comparison
Open Charts FRDRX vs VTSAX
Franklin Rising Dividends R
Price$100.61
Change+$0.49 (+0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.38
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
FRDRX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRDRX vs. VTSAX 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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. FRDRX (28.7B). VTSAX pays higher dividends than FRDRX: VTSAX (1.35) vs FRDRX (0.67). FRDRX was incepted earlier than VTSAX: FRDRX (23 years) vs VTSAX (24 years). VTSAX is a more actively managed with annual turnover of: 2.00 vs. FRDRX (1.88). 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 : 31.18 vs. FRDRX (14.54). VTSAX return over 5 years is better than : 87.20 vs. FRDRX (48.74).
| FRDRX | VTSAX | FRDRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 14.158 | 24.432 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7B | 1.73T | 2% |
| Annual Yield % from dividends | 0.67 | 1.35 | 50% |
| Returns for 1 year | 14.54 | 31.18 | 47% |
| Returns for 3 years | 2.78 | 23.13 | 12% |
| Returns for 5 years | 48.74 | 87.20 | 56% |
| Returns for 10 years | 95.65 | 188.65 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...