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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets190.19M
Vanguard Small Cap Index Admiral Shares
Price$120.15
Change-$0.18 (-0.15%)
VolumeN/A
Net Assets154.18B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX commentary
Sep 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. TRDFX (190M). VSMAX pays higher dividends than TRDFX: VSMAX (1.31) 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 : 10.81 vs. TRDFX (1.14). VSMAX return over 5 years is better than : 63.88 vs. TRDFX (6.51).
| 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 | 2.974 | 4.666 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 154B | 0% |
| Annual Yield % from dividends | 0.72 | 1.31 | 55% |
| Returns for 1 year | 1.14 | 10.81 | 11% |
| Returns for 3 years | -4.58 | 35.98 | -13% |
| Returns for 5 years | 6.51 | 63.88 | 10% |
| Returns for 10 years | -4.04 | 134.18 | -3% |
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