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FRDRX vs VTSMX
FRDRX vs VTSMX Comparison
Open Charts FRDRX vs VTSMX
Franklin Rising Dividends R
Price$96.19
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
FRDRX vs VTSMX Comparison Chart in %
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FRDRX vs. VTSMX commentary
Jul 28, 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: 1.91T vs. FRDRX (28.1B). VTSMX pays higher dividends than FRDRX: VTSMX (1.12) vs FRDRX (0.47). FRDRX was incepted earlier than VTSMX: FRDRX (24 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 : 17.75 vs. FRDRX (3.86). VTSMX return over 5 years is better than : 93.51 vs. FRDRX (41.28).
| FRDRX | VTSMX | FRDRX / VTSMX | |
| Total Expense Ratio | 1.08 | 0.14 | 771% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 8.806 | 8.287 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 1.91T | 1% |
| Annual Yield % from dividends | 0.47 | 1.12 | 42% |
| Returns for 1 year | 3.86 | 17.75 | 22% |
| Returns for 3 years | 20.10 | 60.60 | 33% |
| Returns for 5 years | 41.28 | 93.51 | 44% |
| Returns for 10 years | 93.14 | 200.97 | 46% |
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