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TRDFX vs VSCPX
TRDFX vs VSCPX Comparison
Open Charts TRDFX vs VSCPX
Steward Values Enhanced SmMidCapA
Price$11.96
Change+$0.13 (+1.10%)
VolumeN/A
Net Assets179.98M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
TRDFX vs VSCPX Comparison Chart
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TRDFX vs. VSCPX commentary
Jun 07, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. TRDFX (180M). VSCPX pays higher dividends than TRDFX: VSCPX (1.50) vs TRDFX (0.78). TRDFX was incepted earlier than VSCPX: TRDFX (73 years) vs VSCPX (14 years). TRDFX (0.83) is less costly to investors than VSCPX (0.03). TRDFX is a more actively managed with annual turnover of: 18.00 vs. VSCPX (13.00). TRDFX has a lower initial minimum investment than VSCPX: TRDFX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.16 vs. TRDFX (-4.20). VSCPX return over 5 years is better than : 52.42 vs. TRDFX (-2.05).
| TRDFX | VSCPX | TRDFX / VSCPX | |
| Total Expense Ratio | 0.83 | 0.03 | 2,767% |
| Annual Report Gross Expense Ratio | 0.83 | 0.03 | 2,767% |
| Fund Existence | 73 years | 14 years | - |
| Gain YTD | -4.904 | -4.054 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 148B | 0% |
| Annual Yield % from dividends | 0.78 | 1.50 | 52% |
| Returns for 1 year | -4.20 | 5.16 | -81% |
| Returns for 3 years | -18.15 | 16.73 | -109% |
| Returns for 5 years | -2.05 | 52.42 | -4% |
| Returns for 10 years | -18.97 | 96.69 | -20% |
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