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TRDFX vs VSCIX
TRDFX vs VSCIX Comparison
Open Charts TRDFX vs VSCIX
Steward Values Enhanced SmMidCapA
Price$11.81
Change-$0.12 (-1.01%)
VolumeN/A
Net Assets181.19M
Vanguard Small Cap Index I
Price$110.30
Change-$1.03 (-0.93%)
VolumeN/A
Net Assets147.56B
TRDFX vs VSCIX Comparison Chart in %
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TRDFX vs. VSCIX commentary
Jun 18, 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 TRDFX is a StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. TRDFX (181M). VSCIX pays higher dividends than TRDFX: VSCIX (1.49) vs TRDFX (0.78). TRDFX was incepted earlier than VSCIX: TRDFX (73 years) vs VSCIX (28 years). TRDFX (0.83) is less costly to investors than VSCIX (0.04). TRDFX is a more actively managed with annual turnover of: 18.00 vs. VSCIX (13.00). TRDFX has a lower initial minimum investment than VSCIX: TRDFX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 7.10 vs. TRDFX (-2.21). VSCIX return over 5 years is better than : 61.02 vs. TRDFX (6.41).
| TRDFX | VSCIX | TRDFX / VSCIX | |
| Total Expense Ratio | 0.83 | 0.04 | 2,075% |
| Annual Report Gross Expense Ratio | 0.83 | 0.04 | 2,075% |
| Fund Existence | 73 years | 28 years | - |
| Gain YTD | -4.100 | -3.225 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 148B | 0% |
| Annual Yield % from dividends | 0.78 | 1.49 | 53% |
| Returns for 1 year | -2.21 | 7.10 | -31% |
| Returns for 3 years | -4.75 | 36.26 | -13% |
| Returns for 5 years | 6.41 | 61.02 | 10% |
| Returns for 10 years | -20.04 | 93.97 | -21% |