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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.52
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets164.8M
Vanguard Small Cap Index Admiral Shares
Price$117.69
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX commentary
Nov 20, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. TRDFX (165M). VSMAX pays higher dividends than TRDFX: VSMAX (1.34) vs TRDFX (0.72). 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 is a more actively managed with annual turnover of: 36.00 vs. VSMAX (13.00). 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 : -0.53 vs. TRDFX (-7.61). VSMAX return over 5 years is better than : 39.21 vs. TRDFX (-9.11).
| 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 | 0.482 | 2.248 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 162B | 0% |
| Annual Yield % from dividends | 0.72 | 1.34 | 54% |
| Returns for 1 year | -7.61 | -0.53 | 1,440% |
| Returns for 3 years | -11.42 | 29.85 | -38% |
| Returns for 5 years | -9.11 | 39.21 | -23% |
| Returns for 10 years | -10.05 | 122.28 | -8% |
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