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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$11.92
Change+$0.41 (+3.56%)
VolumeN/A
Net Assets174.72M
Vanguard Small Cap Index Admiral Shares
Price$111.02
Change+$4.00 (+3.74%)
VolumeN/A
Net Assets139.54B
TRDFX vs VSMAX Comparison Chart
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TRDFX vs. VSMAX commentary
May 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. TRDFX (175M). VSMAX pays higher dividends than TRDFX: VSMAX (1.56) vs TRDFX (0.82). TRDFX was incepted earlier than VSMAX: TRDFX (73 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: 18.00 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 : 0.66 vs. TRDFX (-8.26). VSMAX return over 5 years is better than : 80.57 vs. TRDFX (21.32).
| 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 | 25 years | - |
| Gain YTD | -7.476 | -6.980 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 140B | 0% |
| Annual Yield % from dividends | 0.82 | 1.56 | 53% |
| Returns for 1 year | -8.26 | 0.66 | -1,261% |
| Returns for 3 years | -15.68 | 20.09 | -78% |
| Returns for 5 years | 21.32 | 80.57 | 26% |
| Returns for 10 years | -21.76 | 89.46 | -24% |
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