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TRDFX vs VSCIX
TRDFX vs VSCIX Comparison
Open Charts TRDFX vs VSCIX
Steward Values Enhanced SmMidCapA
Price$12.26
Change-$0.31 (-2.47%)
VolumeN/A
Net Assets204.12M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
TRDFX vs VSCIX Comparison Chart
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TRDFX vs. VSCIX commentary
Feb 23, 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 Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. TRDFX (204M). VSCIX pays higher dividends than TRDFX: VSCIX (1.43) vs TRDFX (0.68). TRDFX was incepted earlier than VSCIX: TRDFX (73 years) vs VSCIX (28 years). TRDFX is a more actively managed with annual turnover of: 20.00 vs. VSCIX (12.00). 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 : 11.25 vs. TRDFX (1.91). VSCIX return over 5 years is better than : 44.48 vs. TRDFX (-7.26).
| TRDFX | VSCIX | TRDFX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 73 years | 28 years | - |
| Gain YTD | -1.447 | -0.304 | 476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 161B | 0% |
| Annual Yield % from dividends | 0.68 | 1.43 | 47% |
| Returns for 1 year | 1.91 | 11.25 | 17% |
| Returns for 3 years | -16.03 | 18.86 | -85% |
| Returns for 5 years | -7.26 | 44.48 | -16% |
| Returns for 10 years | -15.07 | 105.81 | -14% |
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