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NAESX vs TRDFX
NAESX vs TRDFX Comparison
Open Charts NAESX vs TRDFX
Vanguard Small Cap Index I
Price$120.12
Change-$0.18 (-0.15%)
VolumeN/A
Net Assets154.18B
Steward Values Enhanced SmMidCapA
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets190.19M
NAESX vs TRDFX Comparison Chart in %
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NAESX vs. TRDFX commentary
Sep 04, 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 Hold and TRDFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. TRDFX (190M). NAESX pays higher dividends than TRDFX: NAESX (1.20) vs TRDFX (0.72). 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 is a more actively managed with annual turnover of: 36.00 vs. NAESX (13.00). 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 : 10.78 vs. TRDFX (1.14). NAESX return over 5 years is better than : 63.69 vs. TRDFX (6.51).
| 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 | 4.633 | 2.974 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 190M | 81,053% |
| Annual Yield % from dividends | 1.20 | 0.72 | 167% |
| Returns for 1 year | 10.78 | 1.14 | 948% |
| Returns for 3 years | 35.87 | -4.58 | -782% |
| Returns for 5 years | 63.69 | 6.51 | 978% |
| Returns for 10 years | 133.59 | -4.04 | -3,307% |
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