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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.85
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets214.23M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
TRDFX vs VSMAX Comparison Chart
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VS
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TRDFX vs. VSMAX commentary
Jan 19, 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: 155B vs. TRDFX (214M). 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 : 21.26 vs. TRDFX (11.50). VSMAX return over 5 years is better than : 48.99 vs. TRDFX (-5.41).
| 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 | 3.296 | 3.369 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 155B | 0% |
| Annual Yield % from dividends | 0.68 | 1.42 | 48% |
| Returns for 1 year | 11.50 | 21.26 | 54% |
| Returns for 3 years | -16.20 | 17.25 | -94% |
| Returns for 5 years | -5.41 | 48.99 | -11% |
| Returns for 10 years | -4.92 | 127.10 | -4% |
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