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FRDRX vs VTSMX
FRDRX vs VTSMX Comparison
Open Charts FRDRX vs VTSMX
Franklin Rising Dividends R
Price$91.47
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
FRDRX vs VTSMX Comparison Chart
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FRDRX 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 FRDRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FRDRX (27B). VTSMX pays higher dividends than FRDRX: VTSMX (1.18) vs FRDRX (0.49). FRDRX was incepted earlier than VTSMX: FRDRX (23 years) vs VTSMX (33 years). FRDRX (1.09) is less costly to investors than VTSMX (0.14). FRDRX is a more actively managed with annual turnover of: 12.32 vs. VTSMX (2.00). FRDRX has a lower initial minimum investment than VTSMX: FRDRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. FRDRX (-1.24). VTSMX return over 5 years is better than : 91.36 vs. FRDRX (44.43).
| FRDRX | VTSMX | FRDRX / VTSMX | |
| Total Expense Ratio | 1.08 | 0.14 | 771% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 3.313 | 1.349 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 1.82T | 1% |
| Annual Yield % from dividends | 0.49 | 1.18 | 41% |
| Returns for 1 year | -1.24 | 10.06 | -12% |
| Returns for 3 years | 18.60 | 57.59 | 32% |
| Returns for 5 years | 44.43 | 91.36 | 49% |
| Returns for 10 years | 79.81 | 178.92 | 45% |
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