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FRDTX vs VFIAX
FRDTX vs VFIAX Comparison
Open Charts FRDTX vs VFIAX
Franklin Rising Dividends C
Price$88.41
Change+$0.82 (+0.94%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$557.23
Change+$6.08 (+1.10%)
VolumeN/A
CapitalizationN/A
FRDTX vs VFIAX Comparison Chart
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FRDTX vs. VFIAX commentary
Dec 25, 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 FRDTX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. FRDTX (27.6B). VFIAX pays higher dividends than FRDTX: VFIAX (1.32) vs FRDTX (0.20). FRDTX was incepted earlier than VFIAX: FRDTX (30 years) vs VFIAX (24 years). VFIAX is a more actively managed with annual turnover of: 2.00 vs. FRDTX (1.88). 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 : 27.15 vs. FRDTX (2.92). VFIAX return over 5 years is better than : 86.59 vs. FRDTX (29.71).
| FRDTX | VFIAX | FRDTX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 2.341 | 26.711 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 1.37T | 2% |
| Annual Yield % from dividends | 0.20 | 1.32 | 15% |
| Returns for 1 year | 2.92 | 27.15 | 11% |
| Returns for 3 years | -4.83 | 27.92 | -17% |
| Returns for 5 years | 29.71 | 86.59 | 34% |
| Returns for 10 years | 71.19 | 189.70 | 38% |
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