Ad is loading...
TRDFX vs VSCPX
TRDFX vs VSCPX Comparison
Open Charts TRDFX vs VSCPX
Steward Values Enhanced SmMidCapA
Price$12.26
Change-$0.31 (-2.47%)
VolumeN/A
Net Assets204.12M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
TRDFX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRDFX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. TRDFX (204M). 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 : 11.26 vs. TRDFX (1.91). VSCPX return over 5 years is better than : 44.50 vs. TRDFX (-7.26).
| 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 | -1.447 | -0.301 | 481% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 161B | 0% |
| Annual Yield % from dividends | 0.68 | 1.44 | 47% |
| Returns for 1 year | 1.91 | 11.26 | 17% |
| Returns for 3 years | -16.03 | 18.87 | -85% |
| Returns for 5 years | -7.26 | 44.50 | -16% |
| Returns for 10 years | -15.07 | 105.88 | -14% |
View a ticker or compare two or three
VS
VS
Ad is loading...