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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapIndex A
Price$12.44
Change-$0.19 (-1.50%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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VS
VS
TRDFX vs VSMAX Comparison Chart
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TRDFX vs. VSMAX commentary
Sep 08, 2024
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 StrongSell and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. TRDFX (207M). VSMAX pays higher dividends than TRDFX: VSMAX (1.42) vs TRDFX (0.68). TRDFX was incepted earlier than VSMAX: TRDFX (73 years) vs VSMAX (24 years). TRDFX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (12.00). 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 : 14.27 vs. TRDFX (10.35). VSMAX return over 5 years is better than : 48.98 vs. TRDFX (-0.72).
| TRDFX | VSMAX | TRDFX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 73 years | 24 years | - |
| Gain YTD | 5.338 | 5.987 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 149B | 0% |
| Annual Yield % from dividends | 0.68 | 1.42 | 48% |
| Returns for 1 year | 10.35 | 14.27 | 72% |
| Returns for 3 years | -28.70 | -0.35 | 8,157% |
| Returns for 5 years | -0.72 | 48.98 | -1% |
| Returns for 10 years | -20.43 | 103.49 | -20% |
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