Interact to see
Advertisement
Advertisement
NAESX vs TRDFX
NAESX vs TRDFX Comparison
Open Charts NAESX vs TRDFX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Steward Values Enhanced SmMidCapA
Price$12.54
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets187.01M
NAESX vs TRDFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. TRDFX commentary
Aug 18, 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 NAESX is a Hold and TRDFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. TRDFX (187M). NAESX pays higher dividends than TRDFX: NAESX (1.25) vs TRDFX (0.75). NAESX was incepted earlier than TRDFX: NAESX (65 years) vs TRDFX (74 years). TRDFX (0.83) is less costly to investors than NAESX (0.17). TRDFX has a lower initial minimum investment than NAESX: TRDFX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. TRDFX (-1.07). NAESX return over 5 years is better than : 57.53 vs. TRDFX (1.08).
| NAESX | TRDFX | NAESX / TRDFX | |
| Total Expense Ratio | 0.17 | 0.83 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.83 | 20% |
| Fund Existence | 65 years | 74 years | - |
| Gain YTD | 2.494 | 0.804 | 310% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 187M | 82,353% |
| Annual Yield % from dividends | 1.25 | 0.75 | 168% |
| Returns for 1 year | 9.15 | -1.07 | -853% |
| Returns for 3 years | 20.39 | -15.53 | -131% |
| Returns for 5 years | 57.53 | 1.08 | 5,314% |
| Returns for 10 years | 112.59 | -12.76 | -882% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement