Ad is loading...
TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$13.74
Change-$0.17 (-1.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
TRDFX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRDFX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. TRDFX (216M). 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 : 19.58 vs. TRDFX (13.83). VSMAX return over 5 years is better than : 53.97 vs. TRDFX (-0.62).
| 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 | 16.013 | 18.049 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 167B | 0% |
| Annual Yield % from dividends | 0.68 | 1.42 | 48% |
| Returns for 1 year | 13.83 | 19.58 | 71% |
| Returns for 3 years | -9.96 | 15.80 | -63% |
| Returns for 5 years | -0.62 | 53.97 | -1% |
| Returns for 10 years | -0.13 | 125.00 | -0% |