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FRDAX vs VTSMX
FRDAX vs VTSMX Comparison
Open Charts FRDAX vs VTSMX
Franklin Rising Dividends Adv
Price$96.45
Change+$0.46 (+0.48%)
VolumeN/A
Net Assets28.12B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FRDAX vs VTSMX Comparison Chart in %
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FRDAX vs. VTSMX commentary
Jul 27, 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 FRDAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FRDAX (28.1B). VTSMX pays higher dividends than FRDAX: VTSMX (1.12) vs FRDAX (0.94). FRDAX was incepted earlier than VTSMX: FRDAX (20 years) vs VTSMX (33 years). FRDAX (0.59) is less costly to investors than VTSMX (0.14). FRDAX is a more actively managed with annual turnover of: 12.32 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FRDAX: VTSMX (3000) vs FRDAX (100000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. FRDAX (4.40). VTSMX return over 5 years is better than : 93.51 vs. FRDAX (43.86).
| FRDAX | VTSMX | FRDAX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 9.117 | 8.287 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 1.91T | 1% |
| Annual Yield % from dividends | 0.94 | 1.12 | 84% |
| Returns for 1 year | 4.40 | 17.75 | 25% |
| Returns for 3 years | 21.65 | 60.60 | 36% |
| Returns for 5 years | 43.86 | 93.51 | 47% |
| Returns for 10 years | 97.52 | 200.97 | 49% |
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