FRDRX
Price
$95.34
Change
+$0.73 (+0.77%)
Updated
Jul 3 closing price
Net Assets
27.98B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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FRDRX vs VTSMX

Header iconFRDRX vs VTSMX Comparison
Open Charts FRDRX vs VTSMXBanner chart's image
Franklin Rising Dividends R
Price$95.34
Change+$0.73 (+0.77%)
VolumeN/A
Net Assets27.98B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FRDRX vs VTSMX Comparison Chart in %
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FRDRX 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 FRDRX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FRDRX (28B). 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 : 13.89 vs. FRDRX (3.31). VTSMX return over 5 years is better than : 95.59 vs. FRDRX (46.39).
FRDRXVTSMXFRDRX / VTSMX
Total Expense Ratio1.080.14771%
Annual Report Gross Expense Ratio1.090.14779%
Fund Existence24 years33 years-
Gain YTD7.6846.421120%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets28B1.82T2%
Annual Yield % from dividends0.471.1242%
Returns for 1 year3.3113.8924%
Returns for 3 years20.7762.0833%
Returns for 5 years46.3995.5949%
Returns for 10 years90.08198.0545%
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