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FRDRX vs VTSMX
FRDRX vs VTSMX Comparison
Open Charts FRDRX vs VTSMX
Franklin Rising Dividends R
Price$97.70
Change+$0.21 (+0.22%)
VolumeN/A
Net Assets27.99B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
FRDRX vs VTSMX Comparison Chart in %
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FRDRX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FRDRX (28B). VTSMX pays higher dividends than FRDRX: VTSMX (1.04) vs FRDRX (0.44). FRDRX was incepted earlier than VTSMX: FRDRX (24 years) vs VTSMX (34 years). FRDRX (1.09) is less costly to investors than VTSMX (0.14). FRDRX is a more actively managed with annual turnover of: 12.32 vs. VTSMX (2.00). FRDRX has a lower initial minimum investment than VTSMX: FRDRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. FRDRX (-2.66). VTSMX return over 5 years is better than : 84.86 vs. FRDRX (33.11).
| FRDRX | VTSMX | FRDRX / VTSMX | |
| Total Expense Ratio | 1.08 | 0.14 | 771% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 10.514 | 13.012 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 2.02T | 1% |
| Annual Yield % from dividends | 0.44 | 1.04 | 42% |
| Returns for 1 year | -2.66 | 13.79 | -19% |
| Returns for 3 years | 24.95 | 76.02 | 33% |
| Returns for 5 years | 33.11 | 84.86 | 39% |
| Returns for 10 years | 101.93 | 225.10 | 45% |
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