Ad is loading...
TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$10.41
Change-$0.49 (-4.50%)
VolumeN/A
Net Assets174.34M
Vanguard Small Cap Index Admiral Shares
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
TRDFX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRDFX vs. VSMAX commentary
Apr 05, 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: 153B vs. TRDFX (174M). VSMAX pays higher dividends than TRDFX: VSMAX (1.52) vs TRDFX (0.80). TRDFX was incepted earlier than VSMAX: TRDFX (73 years) vs VSMAX (24 years). TRDFX (0.83) is less costly to investors than VSMAX (0.05). TRDFX is a more actively managed with annual turnover of: 18.00 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 : 1.20 vs. TRDFX (-6.38). VSMAX return over 5 years is better than : 115.95 vs. TRDFX (43.93).
| 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 | 73 years | 24 years | - |
| Gain YTD | -5.949 | -5.824 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 153B | 0% |
| Annual Yield % from dividends | 0.80 | 1.52 | 53% |
| Returns for 1 year | -6.38 | 1.20 | -530% |
| Returns for 3 years | -23.02 | 6.53 | -353% |
| Returns for 5 years | 43.93 | 115.95 | 38% |
| Returns for 10 years | -20.52 | 91.10 | -23% |
View a ticker or compare two or three
VS
VS
Ad is loading...