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TRDFX vs VSCIX
TRDFX vs VSCIX Comparison
Open Charts TRDFX vs VSCIX
Steward Values Enhanced SmMidCapA
Price$10.90
Change-$0.80 (-6.84%)
VolumeN/A
Net Assets187.16M
Vanguard Small Cap Index I
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
TRDFX vs VSCIX Comparison Chart
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TRDFX vs. VSCIX commentary
Apr 05, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. TRDFX (187M). VSCIX pays higher dividends than TRDFX: VSCIX (1.53) vs TRDFX (0.80). 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 (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 : 1.20 vs. TRDFX (-6.38). VSCIX return over 5 years is better than : 115.95 vs. TRDFX (43.93).
| 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 | -5.949 | -5.824 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 153B | 0% |
| Annual Yield % from dividends | 0.80 | 1.53 | 52% |
| Returns for 1 year | -6.38 | 1.20 | -533% |
| Returns for 3 years | -23.02 | 6.53 | -353% |
| Returns for 5 years | 43.93 | 115.95 | 38% |
| Returns for 10 years | -20.52 | 91.16 | -23% |
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