Investment Test Drive

FRDRX Franklin Rising Dividends R

3 lower fee alternatives found

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Fund FRDRX Franklin Rising Dividends R MOAT VanEck Vectors Morningstar Wide Moat ETF MPGFX Mairs & Power Growth Inv  
100% 93% 95%
Annual Fees
(1.17% Exp. Ratio)
(0.49% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$37,290.68 $45,807.67 $43,648.83
Est. savings over 30 yrs +$8,516.99 +$6,358.15
As of 9/30/16
1 YR RETURN 19.20%
3 YR 8.41%
5 YR 13.52%
10 YR 6.27%
1 YR RETURN 24.30%
3 YR 9.43%
5 YR --
10 YR --
1 YR RETURN 19.43%
3 YR 9.09%
5 YR 17.23%
10 YR 8.40%
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in investments of companies that have paid consistently rising dividends. It invests predominantly in equity securities, primarily common stock. The fund may invest in companies of any size, across the entire market spectrum. It may invest up to 25% of its total assets in foreign securities.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar® Wide Moat Focus IndexSM. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Wide Moat Focus Index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar") determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.
The investment seeks to provide shareholders with a diversified portfolio of common stocks, which have the potential for above-average, long-term appreciation. The fund invests primarily in United States common stocks. It may also invest in securities of foreign issuers which are listed on a United States stock exchange or are represented by American Depositary Receipts. In selecting securities for the fund, its investment adviser gives preference to holdings in high quality companies, which are characterized by earnings that are reasonably predictable, have a return on equity that is above average, hold market dominance and have financial strength.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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