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FRDPX vs VTSMX
FRDPX vs VTSMX Comparison
Open Charts FRDPX vs VTSMX
Franklin Rising Dividends A
Price$95.78
Change+$0.74 (+0.78%)
VolumeN/A
Net Assets27.98B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FRDPX vs VTSMX Comparison Chart in %
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FRDPX vs. VTSMX commentary
Jul 07, 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 FRDPX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FRDPX (28B). VTSMX pays higher dividends than FRDPX: VTSMX (1.12) vs FRDPX (0.70). FRDPX was incepted earlier than VTSMX: FRDPX (39 years) vs VTSMX (33 years). FRDPX (0.84) is less costly to investors than VTSMX (0.14). FRDPX is a more actively managed with annual turnover of: 12.32 vs. VTSMX (2.00). FRDPX has a lower initial minimum investment than VTSMX: FRDPX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. FRDPX (3.61). VTSMX return over 5 years is better than : 95.59 vs. FRDPX (47.82).
| FRDPX | VTSMX | FRDPX / VTSMX | |
| Total Expense Ratio | 0.83 | 0.14 | 593% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 7.830 | 6.421 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 1.82T | 2% |
| Annual Yield % from dividends | 0.70 | 1.12 | 63% |
| Returns for 1 year | 3.61 | 13.89 | 26% |
| Returns for 3 years | 21.53 | 62.08 | 35% |
| Returns for 5 years | 47.82 | 95.59 | 50% |
| Returns for 10 years | 92.40 | 198.05 | 47% |
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