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FRDAX vs VTSMX
FRDAX vs VTSMX Comparison
Open Charts FRDAX vs VTSMX
Franklin Rising Dividends Adv
Price$91.77
Change-$0.99 (-1.07%)
VolumeN/A
Net Assets26.98B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FRDAX vs VTSMX Comparison Chart
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FRDAX vs. VTSMX commentary
Jun 16, 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: 1.82T vs. FRDAX (27B). VTSMX pays higher dividends than FRDAX: VTSMX (1.18) vs FRDAX (0.97). 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 : 10.06 vs. FRDAX (-0.73). VTSMX return over 5 years is better than : 91.36 vs. FRDAX (46.88).
| 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 | 3.548 | 1.349 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 1.82T | 1% |
| Annual Yield % from dividends | 0.97 | 1.18 | 82% |
| Returns for 1 year | -0.73 | 10.06 | -7% |
| Returns for 3 years | 19.97 | 57.59 | 35% |
| Returns for 5 years | 46.88 | 91.36 | 51% |
| Returns for 10 years | 83.86 | 178.92 | 47% |
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