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NAESX vs TRDFX
NAESX vs TRDFX Comparison
Open Charts NAESX vs TRDFX
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
Steward Values Enhanced SmMidCapA
Price$13.09
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets173.84M
NAESX vs TRDFX Comparison Chart in %
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NAESX vs. TRDFX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. TRDFX (174M). NAESX pays higher dividends than TRDFX: NAESX (1.23) vs TRDFX (0.71). 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 : 10.62 vs. TRDFX (1.13). NAESX return over 5 years is better than : 66.97 vs. TRDFX (8.88).
| 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 | 7.501 | 5.225 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 174M | 92,529% |
| Annual Yield % from dividends | 1.23 | 0.71 | 172% |
| Returns for 1 year | 10.62 | 1.13 | 942% |
| Returns for 3 years | 42.45 | -0.98 | -4,322% |
| Returns for 5 years | 66.97 | 8.88 | 754% |
| Returns for 10 years | 139.53 | -3.18 | -4,392% |
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