Interact to see
Advertisement
Advertisement
TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.55
Change+$0.31 (+2.53%)
VolumeN/A
Net Assets182.62M
Vanguard Small Cap Index Admiral Shares
Price$117.49
Change+$2.78 (+2.42%)
VolumeN/A
Net Assets154.18B
TRDFX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRDFX vs. VSMAX commentary
Aug 13, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. TRDFX (183M). VSMAX pays higher dividends than TRDFX: VSMAX (1.37) vs TRDFX (0.75). TRDFX was incepted earlier than VSMAX: TRDFX (74 years) vs VSMAX (25 years). TRDFX (0.83) is less costly to investors than VSMAX (0.05). TRDFX has a lower initial minimum investment than VSMAX: TRDFX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.99 vs. TRDFX (-0.24). VSMAX return over 5 years is better than : 53.27 vs. TRDFX (-1.34).
| TRDFX | VSMAX | TRDFX / VSMAX | |
| Total Expense Ratio | 0.83 | 0.05 | 1,660% |
| Annual Report Gross Expense Ratio | 0.83 | 0.05 | 1,660% |
| Fund Existence | 74 years | 25 years | - |
| Gain YTD | -1.608 | -0.223 | 722% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 154B | 0% |
| Annual Yield % from dividends | 0.75 | 1.37 | 55% |
| Returns for 1 year | -0.24 | 9.99 | -2% |
| Returns for 3 years | -16.89 | 17.86 | -95% |
| Returns for 5 years | -1.34 | 53.27 | -3% |
| Returns for 10 years | -14.63 | 108.04 | -14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement