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FRDTX vs VTSMX
FRDTX vs VTSMX Comparison
Open Charts FRDTX vs VTSMX
Franklin Rising Dividends C
Price$89.46
Change-$0.97 (-1.07%)
VolumeN/A
Net Assets27.28B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FRDTX vs VTSMX Comparison Chart
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FRDTX vs. VTSMX commentary
Jun 15, 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 FRDTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FRDTX (27.3B). VTSMX pays higher dividends than FRDTX: VTSMX (1.18) vs FRDTX (0.08). FRDTX was incepted earlier than VTSMX: FRDTX (30 years) vs VTSMX (33 years). FRDTX (1.59) is less costly to investors than VTSMX (0.14). FRDTX is a more actively managed with annual turnover of: 12.32 vs. VTSMX (2.00). FRDTX has a lower initial minimum investment than VTSMX: FRDTX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. FRDTX (-1.92). VTSMX return over 5 years is better than : 91.36 vs. FRDTX (41.59).
| FRDTX | VTSMX | FRDTX / VTSMX | |
| Total Expense Ratio | 1.58 | 0.14 | 1,129% |
| Annual Report Gross Expense Ratio | 1.59 | 0.14 | 1,136% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 3.087 | 1.349 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 1.82T | 1% |
| Annual Yield % from dividends | 0.08 | 1.18 | 6% |
| Returns for 1 year | -1.92 | 10.06 | -19% |
| Returns for 3 years | 16.93 | 57.59 | 29% |
| Returns for 5 years | 41.59 | 91.36 | 46% |
| Returns for 10 years | 74.77 | 178.92 | 42% |
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