FRDAX
Franklin Rising Dividends Fund
1W: -1.3%
1M: -2.7%
3M: -1.4%
YTD: +4.6%
1Y: -3.6%
3Y: +30.9%
5Y: +29.2%
$95.37
+0.64 (+0.68%)
Weekly Expected Move ±1.2%
$93
$94
$95
$96
$97
Similar ETFs
20 peers by holdings overlap (58 holdings)
HAVGX
Haverford Quality Growth Stock Fund
48.5%
Shared31 holdings
Total34
AUM$304M
Price$26.47
PRDGX
T. Rowe Price Dividend Growth Fund, Inc.
43.8%
Shared33 holdings
Total91
AUM$17.7B
Price$88.32
JAGIX
Janus Henderson Growth and Income Fund - T Shares
38.9%
Shared23 holdings
Total68
AUM$8.8B
Price$80.85
FFA
First Trust Enhanced Equity Income Fund
38.0%
Shared29 holdings
Total62
AUM$444M
Price$22.21
ABLOX
Alger Balanced Portfolio Class I-2
37.1%
Shared21 holdings
Total78
AUM$72M
Price$25.03
VDIGX
Vanguard Dividend Growth Fund
36.9%
Shared19 holdings
Total49
AUM$35.3B
Price$31.54
SDVGX
Sit Dividend Growth Fund Class I
36.5%
Shared24 holdings
Total78
AUM$237M
Price$18.27
MAIPX
MAI Managed Volatility Fund
36.4%
Shared21 holdings
Total73
AUM$232M
Price$17.89
SHAPX
ClearBridge Appreciation A
35.9%
Shared20 holdings
Total59
AUM$9.7B
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HIGJX
Carillon Eagle Growth & Income I
35.4%
Shared16 holdings
Total46
AUM$487M
Price$20.56
HAIAX
Hartford Core Equity A
34.8%
Shared23 holdings
Total75
AUM$11.8B
Price$59.45
LKBAX
LKCM Balanced Fund
34.7%
Shared34 holdings
Total55
AUM$105M
Price$29.00
SWANX
Schwab Core Equity
34.5%
Shared21 holdings
Total58
AUM$1.5B
Price$26.86
LZUOX
Lazard US Equity Select Portfolio Open Shares
33.5%
Shared13 holdings
Total32
AUM$76M
Price$18.15
NSGAX
Columbia Cornerstone Equity Fund Class A
33.5%
Shared15 holdings
Total52
AUM$1.5B
Price$25.98
BTBFX
Boston Trust Asset Management Fund
33.1%
Shared16 holdings
Total49
AUM$512M
Price$62.53
JEPAX
JPMorgan Equity Premium Income A
33.0%
Shared27 holdings
Total104
AUM$5.0B
Price$13.95
BTEFX
Boston Trust Equity Fund
32.9%
Shared16 holdings
Total52
AUM$245M
Price$48.55
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
32.7%
Shared13 holdings
Total50
AUM$547M
Price$8.13
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
32.7%
Shared29 holdings
Total501
AUM$337M
Price$18.74
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRDAX | $26.9B | 56 | 36.4% | 14.6 | 3.7 | 2.9 | 27.5% | 20.1% | 1.68% | +16.1% | +27.3% | 61.0 | 6.5 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| PRDGX | $17.7B | 91 | 28.4% | 5.8 | 1.7 | 1.7 | 32.1% | 28.5% | 1.69% | +19.0% | +25.5% | 58.0 | 6.6 |
| JAGIX | $8.8B | 68 | 36.2% | 6.8 | 2.2 | 2.8 | 38.5% | 41.4% | 1.57% | +19.0% | +28.5% | 58.9 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| ABLOX | $72M | 78 | 33.2% | 7.8 | 2.5 | 2.8 | 36.8% | 36.3% | 1.95% | +20.8% | +38.9% | 58.0 | 6.5 |
| VDIGX | $35.3B | 49 | 37.4% | 15.2 | 4.7 | 4.0 | 34.0% | 26.6% | 1.61% | +16.6% | +20.0% | 59.7 | 6.6 |
| SDVGX | $237M | 78 | 29.6% | 13.2 | 3.5 | 3.3 | 29.8% | 25.0% | 1.91% | +18.0% | +27.0% | 57.4 | 6.7 |
| MAIPX | $232M | 73 | 29.1% | 14.7 | 3.9 | 3.8 | 30.1% | 25.9% | 1.66% | +25.4% | +38.8% | 50.7 | 6.1 |
| SHAPX | $9.7B | 59 | 42.1% | 15.6 | 4.3 | 4.5 | 32.1% | 28.5% | 1.16% | +19.0% | +40.2% | 61.5 | 6.4 |
| HIGJX | $487M | 46 | 34.1% | 11.4 | 2.6 | 2.5 | 24.1% | 21.4% | 2.27% | +16.5% | +27.6% | 52.6 | 6.7 |