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FRISX vs VFIAX
FRISX vs VFIAX Comparison
Open Charts FRISX vs VFIAX
Franklin Rising Dividends R6
Price$87.08
Change-$1.30 (-1.47%)
VolumeN/A
Net Assets26.69B
Vanguard 500 Index Admiral
Price$515.45
Change-$3.93 (-0.76%)
VolumeN/A
Net Assets1.4T
FRISX vs VFIAX Comparison Chart
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FRISX vs. VFIAX commentary
Mar 12, 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 FRISX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. FRISX (26.7B). VFIAX pays higher dividends than FRISX: VFIAX (1.22) vs FRISX (1.06). FRISX was incepted earlier than VFIAX: FRISX (12 years) vs VFIAX (24 years). FRISX (0.53) is less costly to investors than VFIAX (0.04). FRISX is a more actively managed with annual turnover of: 12.32 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than FRISX: VFIAX (3000) vs FRISX (1000000). VFIAX annual gain was more profitable for investors over the last year : 9.76 vs. FRISX (-4.14). VFIAX return over 5 years is better than : 127.28 vs. FRISX (70.09).
| FRISX | VFIAX | FRISX / VFIAX | |
| Total Expense Ratio | 0.52 | 0.04 | 1,300% |
| Annual Report Gross Expense Ratio | 0.53 | 0.04 | 1,325% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -0.551 | -4.308 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.7B | 1.4T | 2% |
| Annual Yield % from dividends | 1.06 | 1.22 | 87% |
| Returns for 1 year | -4.14 | 9.76 | -42% |
| Returns for 3 years | 6.27 | 33.61 | 19% |
| Returns for 5 years | 70.09 | 127.28 | 55% |
| Returns for 10 years | 80.77 | 173.37 | 47% |
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