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NAESX vs TRDFX
NAESX vs TRDFX Comparison
Open Charts NAESX vs TRDFX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Steward Values Enhanced SmMidCapA
Price$13.05
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets184.51M
NAESX vs TRDFX Comparison Chart in %
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NAESX vs. TRDFX commentary
Sep 09, 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: 161B vs. TRDFX (185M). NAESX pays higher dividends than TRDFX: NAESX (1.20) vs TRDFX (0.72). 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 is a more actively managed with annual turnover of: 36.00 vs. NAESX (13.00). 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 : 13.62 vs. TRDFX (4.09). NAESX return over 5 years is better than : 66.60 vs. TRDFX (8.50).
| 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 | 6.494 | 4.904 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 185M | 87,027% |
| Annual Yield % from dividends | 1.20 | 0.72 | 167% |
| Returns for 1 year | 13.62 | 4.09 | 333% |
| Returns for 3 years | 39.23 | -1.94 | -2,024% |
| Returns for 5 years | 66.60 | 8.50 | 783% |
| Returns for 10 years | 132.36 | -4.40 | -3,010% |
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