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NAESX vs TRDFX
NAESX vs TRDFX Comparison
Open Charts NAESX vs TRDFX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Steward Values Enhanced SmMidCapA
Price$12.78
Change-$0.24 (-1.84%)
VolumeN/A
Net Assets167.11M
NAESX vs TRDFX Comparison Chart in %
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NAESX vs. TRDFX commentary
Nov 14, 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: 162B vs. TRDFX (167M). NAESX pays higher dividends than TRDFX: NAESX (1.22) 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 : 1.42 vs. TRDFX (-6.18). NAESX return over 5 years is better than : 48.22 vs. TRDFX (-3.07).
| 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 | 6.726 | 4.662 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 167M | 97,006% |
| Annual Yield % from dividends | 1.22 | 0.72 | 171% |
| Returns for 1 year | 1.42 | -6.18 | -23% |
| Returns for 3 years | 33.14 | -8.68 | -382% |
| Returns for 5 years | 48.22 | -3.07 | -1,573% |
| Returns for 10 years | 137.58 | -3.83 | -3,594% |
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