Ad is loading...
NAESX vs TRDFX
NAESX vs TRDFX Comparison
Open Charts NAESX vs TRDFX
Vanguard Small Cap Index I
Price$106.43
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
Steward Values Enhanced SmMidCapIndex A
Price$12.44
Change-$0.19 (-1.50%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NAESX vs TRDFX Comparison Chart
Loading...
NAESX vs. TRDFX commentary
Sep 08, 2024
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 NAESX is a Buy and TRDFX is a StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. TRDFX (207M). NAESX pays higher dividends than TRDFX: NAESX (1.31) vs TRDFX (0.68). NAESX was incepted earlier than TRDFX: NAESX (64 years) vs TRDFX (73 years). TRDFX is a more actively managed with annual turnover of: 20.00 vs. NAESX (12.00). TRDFX has a lower initial minimum investment than NAESX: TRDFX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 14.24 vs. TRDFX (10.35). NAESX return over 5 years is better than : 48.80 vs. TRDFX (-0.72).
| NAESX | TRDFX | NAESX / TRDFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 73 years | - |
| Gain YTD | 5.951 | 5.338 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 207M | 71,981% |
| Annual Yield % from dividends | 1.31 | 0.68 | 194% |
| Returns for 1 year | 14.24 | 10.35 | 138% |
| Returns for 3 years | -0.41 | -28.70 | 1% |
| Returns for 5 years | 48.80 | -0.72 | -6,782% |
| Returns for 10 years | 102.77 | -20.43 | -503% |
View a ticker or compare two or three
VS
VS
Ad is loading...