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FRISX vs VFIAX
FRISX vs VFIAX Comparison
Open Charts FRISX vs VFIAX
Franklin Rising Dividends R6
Price$97.48
Change-$2.57 (-2.57%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
FRISX vs VFIAX Comparison Chart
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FRISX vs. VFIAX commentary
Dec 19, 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 FRISX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. FRISX (28.5B). VFIAX pays higher dividends than FRISX: VFIAX (1.32) vs FRISX (1.17). FRISX was incepted earlier than VFIAX: FRISX (12 years) vs VFIAX (24 years). VFIAX is a more actively managed with annual turnover of: 2.00 vs. FRISX (1.88). 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 : 27.64 vs. FRISX (11.53). VFIAX return over 5 years is better than : 88.64 vs. FRISX (49.63).
| FRISX | VFIAX | FRISX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 14.343 | 27.303 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 1.37T | 2% |
| Annual Yield % from dividends | 1.17 | 1.32 | 88% |
| Returns for 1 year | 11.53 | 27.64 | 42% |
| Returns for 3 years | 9.23 | 30.99 | 30% |
| Returns for 5 years | 49.63 | 88.64 | 56% |
| Returns for 10 years | 100.83 | 193.66 | 52% |
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