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TRDFX vs VSCPX
TRDFX vs VSCPX Comparison
Open Charts TRDFX vs VSCPX
Steward Values Enhanced SmMidCapA
Price$12.85
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets214.23M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
TRDFX vs VSCPX Comparison Chart
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TRDFX vs. VSCPX commentary
Jan 19, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. TRDFX (214M). VSCPX pays higher dividends than TRDFX: VSCPX (1.44) vs TRDFX (0.68). TRDFX was incepted earlier than VSCPX: TRDFX (73 years) vs VSCPX (14 years). TRDFX is a more actively managed with annual turnover of: 20.00 vs. VSCPX (12.00). 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 : 21.27 vs. TRDFX (11.50). VSCPX return over 5 years is better than : 49.02 vs. TRDFX (-5.41).
| TRDFX | VSCPX | TRDFX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 73 years | 14 years | - |
| Gain YTD | 3.296 | 3.376 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 155B | 0% |
| Annual Yield % from dividends | 0.68 | 1.44 | 47% |
| Returns for 1 year | 11.50 | 21.27 | 54% |
| Returns for 3 years | -16.20 | 17.26 | -94% |
| Returns for 5 years | -5.41 | 49.02 | -11% |
| Returns for 10 years | -4.92 | 127.24 | -4% |
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