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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$13.09
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets173.84M
Vanguard Small Cap Index Admiral Shares
Price$123.53
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. TRDFX (174M). VSMAX pays higher dividends than TRDFX: VSMAX (1.34) vs TRDFX (0.71). 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 : 10.66 vs. TRDFX (1.13). VSMAX return over 5 years is better than : 67.19 vs. TRDFX (8.88).
| 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 | 5.225 | 7.523 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 161B | 0% |
| Annual Yield % from dividends | 0.71 | 1.34 | 53% |
| Returns for 1 year | 1.13 | 10.66 | 11% |
| Returns for 3 years | -0.98 | 42.58 | -2% |
| Returns for 5 years | 8.88 | 67.19 | 13% |
| Returns for 10 years | -3.18 | 140.26 | -2% |
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