FRDPX vs. VFIAX
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRDPX or VFIAX.
Key characteristics
| FRDPX | VFIAX | |
|---|---|---|
| YTD Return | 15.80% | 27.24% |
| 1Y Return | 20.22% | 37.81% |
| 3Y Return (Ann) | 1.69% | 10.32% |
| 5Y Return (Ann) | 9.25% | 16.00% |
| 10Y Return (Ann) | 8.17% | 13.43% |
| Sharpe Ratio | 2.00 | 3.24 |
| Sortino Ratio | 2.57 | 4.29 |
| Omega Ratio | 1.39 | 1.61 |
| Calmar Ratio | 1.69 | 4.73 |
| Martin Ratio | 11.29 | 21.42 |
| Ulcer Index | 1.93% | 1.87% |
| Daily Std Dev | 10.83% | 12.29% |
| Max Drawdown | -52.49% | -55.20% |
| Current Drawdown | -0.05% | 0.00% |
Correlation
The correlation between FRDPX and VFIAX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FRDPX vs. VFIAX - Performance Comparison
In the year-to-date period, FRDPX achieves a 15.80% return, which is significantly lower than VFIAX's 27.24% return. Over the past 10 years, FRDPX has underperformed VFIAX with an annualized return of 8.17%, while VFIAX has yielded a comparatively higher 13.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FRDPX vs. VFIAX - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
FRDPX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FRDPX vs. VFIAX - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 0.80%, less than VFIAX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 0.80% | 0.99% | 0.93% | 0.56% | 0.82% | 1.03% | 1.29% | 1.11% | 1.63% | 1.30% | 1.15% | 0.88% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.22% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FRDPX vs. VFIAX - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -52.49%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FRDPX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
FRDPX vs. VFIAX - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 3.33%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.89%. This indicates that FRDPX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.