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NAESX vs TRDFX
NAESX vs TRDFX Comparison
Open Charts NAESX vs TRDFX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
Steward Values Enhanced SmMidCapA
Price$12.34
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets177M
NAESX vs TRDFX Comparison Chart in %
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NAESX vs. TRDFX commentary
Dec 27, 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 Buy and TRDFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. TRDFX (177M). NAESX pays higher dividends than TRDFX: NAESX (1.21) vs TRDFX (0.70). 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 : 8.22 vs. TRDFX (-1.91). NAESX return over 5 years is better than : 36.35 vs. TRDFX (-14.81).
| 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 | 9.833 | -0.723 | -1,359% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 177M | 92,090% |
| Annual Yield % from dividends | 1.21 | 0.70 | 172% |
| Returns for 1 year | 8.22 | -1.91 | -431% |
| Returns for 3 years | 44.83 | 15.83 | 283% |
| Returns for 5 years | 36.35 | -14.81 | -245% |
| Returns for 10 years | 143.16 | -9.22 | -1,553% |
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