Franklin Rising Dividends Fund Advisor Class (FRDAX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FRDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRDAX
FRDAX charges 0.43% annually. There are 8 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | FRDAX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | FRDAX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | FRDAX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | FRDAX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.22% | 35.70B | May 1992 | FRDAX vs VDIGX |
Best Risk-Adjusted Alternatives to FRDAX
FRDAX has a PortfoliosLab risk / return rank of 35. There are 61 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Equity Income Fund | 89 | — | Feb 1993 | FRDAX vs GSGRX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 88 | — | Mar 2005 | FRDAX vs SVAAX | |
| PGIM Jennison Global Equity Income Fund | 87 | — | Dec 1997 | FRDAX vs AGOCX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 86 | — | Nov 2012 | FRDAX vs CDDYX | |
| Guggenheim World Equity Income Fund | 86 | — | Sep 1993 | FRDAX vs SEQAX |
Top Performing FRDAX Alternatives (YTD)
FRDAX is at 6.77% YTD. There are 65 mutual funds in the Dividend category with higher YTD returns, going as high as 20.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Emerging Markets Equity Income Fund | 20.53% | — | May 2012 | FRDAX vs EQIIX | |
| Transamerica Sustainable Equity Income Fund | 18.99% | — | Jan 2013 | FRDAX vs TRDIX | |
| PGIM Jennison Global Equity Income Fund | 17.23% | — | Dec 1997 | FRDAX vs AGOCX | |
| MFS Equity Income Fund | 17.09% | — | Sep 2012 | FRDAX vs EQNIX | |
| Goldman Sachs Equity Income Fund | 16.51% | — | Feb 1993 | FRDAX vs GSGRX |
Lowest Volatility Alternatives to FRDAX
FRDAX has 10.20% 1-year volatility. There are 23 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | FRDAX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.43% | — | Dec 1973 | FRDAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.21% | — | Jul 1987 | FRDAX vs CAIFX | |
| American Century Equity Income Fund | 8.49% | 6.45B | Aug 1994 | FRDAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.51% | — | Jul 1998 | FRDAX vs ACIIX |
Lowest Drawdown Alternatives to FRDAX
FRDAX has a 1-year max drawdown of -7.09%. There are 24 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | FRDAX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | FRDAX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | FRDAX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | FRDAX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | FRDAX vs CDDYX |
Other Mutual Funds from Franklin
The 5 most viewed Franklin mutual funds shown here include FGRAX, FFACX, TEDIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin Growth Opportunities Fund Class A | Large Cap Growth Equities | 11 | 5.88% | — | Jun 1999 | FRDAX vs FGRAX | |
| Franklin Global Allocation Fund Class C | Global Allocation | 53 | 6.34% | — | Aug 2003 | FRDAX vs FFACX | |
| Franklin Mutual Global Discovery Fund Class A | Global Equities | 22 | 3.46% | — | Dec 1992 | FRDAX vs TEDIX | |
| Franklin California High Yield Municipal Fund Advi... | High Yield Muni | 88 | 0.96% | — | May 1993 | FRDAX vs FVCAX | |
| Franklin Colorado Tax-Free Income Fund Class A | Municipal Bonds | 87 | 0.45% | — | Sep 1987 | FRDAX vs FCOQX |
Compare FRDAX with Any Fund or Stock
Compare FRDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRDAX with funds that move differently
Franklin Rising Dividends Fund Advisor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRDAX.
Explore FRDAX Diversifiers