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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$11.96
Change+$0.13 (+1.10%)
VolumeN/A
Net Assets179.98M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
TRDFX vs VSMAX Comparison Chart
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TRDFX vs. VSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. TRDFX (180M). VSMAX pays higher dividends than TRDFX: VSMAX (1.48) vs TRDFX (0.78). 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 : 5.16 vs. TRDFX (-4.20). VSMAX return over 5 years is better than : 52.39 vs. TRDFX (-2.05).
| 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 | -4.904 | -4.060 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 148B | 0% |
| Annual Yield % from dividends | 0.78 | 1.48 | 53% |
| Returns for 1 year | -4.20 | 5.16 | -81% |
| Returns for 3 years | -18.15 | 16.71 | -109% |
| Returns for 5 years | -2.05 | 52.39 | -4% |
| Returns for 10 years | -18.97 | 96.62 | -20% |
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