Ad is loading...
FRDTX vs VFIAX
FRDTX vs VFIAX Comparison
Open Charts FRDTX vs VFIAX
Franklin Rising Dividends C
Price$81.07
Change-$0.23 (-0.28%)
VolumeN/A
Net Assets24.87B
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
FRDTX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRDTX vs. VFIAX commentary
Apr 18, 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 FRDTX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. FRDTX (24.9B). VFIAX pays higher dividends than FRDTX: VFIAX (1.35) vs FRDTX (0.12). FRDTX was incepted earlier than VFIAX: FRDTX (30 years) vs VFIAX (24 years). FRDTX (1.59) is less costly to investors than VFIAX (0.04). FRDTX is a more actively managed with annual turnover of: 12.32 vs. VFIAX (2.00). FRDTX has a lower initial minimum investment than VFIAX: FRDTX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 5.09 vs. FRDTX (-8.07). VFIAX return over 5 years is better than : 83.58 vs. FRDTX (35.89).
| FRDTX | VFIAX | FRDTX / VFIAX | |
| Total Expense Ratio | 1.58 | 0.04 | 3,950% |
| Annual Report Gross Expense Ratio | 1.59 | 0.04 | 3,975% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | -6.336 | -10.261 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 1.32T | 2% |
| Annual Yield % from dividends | 0.12 | 1.35 | 9% |
| Returns for 1 year | -8.07 | 5.09 | -158% |
| Returns for 3 years | -6.61 | 20.21 | -33% |
| Returns for 5 years | 35.89 | 83.58 | 43% |
| Returns for 10 years | 58.27 | 151.59 | 38% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers