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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapIndex A
Price$13.61
Change-$0.14 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
TRDFX vs VSMAX Comparison Chart
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TRDFX vs. VSMAX commentary
Nov 18, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. TRDFX (213M). 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 : 30.28 vs. TRDFX (22.52). VSMAX return over 5 years is better than : 55.62 vs. TRDFX (0.51).
| 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 | 13.511 | 15.803 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 151B | 0% |
| Annual Yield % from dividends | 0.68 | 1.42 | 48% |
| Returns for 1 year | 22.52 | 30.28 | 74% |
| Returns for 3 years | -27.74 | 4.74 | -585% |
| Returns for 5 years | 0.51 | 55.62 | 1% |
| Returns for 10 years | -13.80 | 123.30 | -11% |