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FRISX vs VFIAX
FRISX vs VFIAX Comparison
Open Charts FRISX vs VFIAX
Franklin Rising Dividends R6
Price$90.97
Change-$1.25 (-1.36%)
VolumeN/A
Net Assets27.61B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
FRISX vs VFIAX Comparison Chart
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FRISX vs. VFIAX commentary
Feb 23, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. FRISX (27.6B). 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 : 18.28 vs. FRISX (-0.21). VFIAX return over 5 years is better than : 80.17 vs. FRISX (30.85).
| 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 | 2.363 | 2.414 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 1.41T | 2% |
| Annual Yield % from dividends | 1.17 | 1.32 | 88% |
| Returns for 1 year | -0.21 | 18.28 | -1% |
| Returns for 3 years | 7.33 | 39.78 | 18% |
| Returns for 5 years | 30.85 | 80.17 | 38% |
| Returns for 10 years | 80.64 | 184.37 | 44% |
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