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NAESX vs TRDFX
NAESX vs TRDFX Comparison
Open Charts NAESX vs TRDFX
Vanguard Small Cap Index I
Price$117.47
Change+$2.78 (+2.42%)
VolumeN/A
Net Assets154.18B
Steward Values Enhanced SmMidCapA
Price$12.55
Change+$0.31 (+2.53%)
VolumeN/A
Net Assets182.62M
NAESX vs TRDFX Comparison Chart in %
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NAESX vs. TRDFX commentary
Aug 13, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. TRDFX (183M). NAESX pays higher dividends than TRDFX: NAESX (1.25) vs TRDFX (0.75). NAESX was incepted earlier than TRDFX: NAESX (65 years) vs TRDFX (74 years). TRDFX (0.83) is less costly to investors than NAESX (0.17). 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 : 9.96 vs. TRDFX (-0.24). NAESX return over 5 years is better than : 53.10 vs. TRDFX (-1.34).
| NAESX | TRDFX | NAESX / TRDFX | |
| Total Expense Ratio | 0.17 | 0.83 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.83 | 20% |
| Fund Existence | 65 years | 74 years | - |
| Gain YTD | -0.246 | -1.608 | 15% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 183M | 84,153% |
| Annual Yield % from dividends | 1.25 | 0.75 | 168% |
| Returns for 1 year | 9.96 | -0.24 | -4,217% |
| Returns for 3 years | 17.77 | -16.89 | -105% |
| Returns for 5 years | 53.10 | -1.34 | -3,976% |
| Returns for 10 years | 107.52 | -14.63 | -735% |
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