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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.77
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets182.31M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. TRDFX (182M). VSMAX pays higher dividends than TRDFX: VSMAX (1.27) vs TRDFX (0.59). TRDFX was incepted earlier than VSMAX: TRDFX (74 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: 36.00 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 : 10.71 vs. TRDFX (1.41). VSMAX return over 5 years is better than : 31.93 vs. TRDFX (-18.85).
| 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 | 74 years | 25 years | - |
| Gain YTD | 5.455 | 5.535 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 162B | 0% |
| Annual Yield % from dividends | 0.59 | 1.27 | 47% |
| Returns for 1 year | 1.41 | 10.71 | 13% |
| Returns for 3 years | 7.59 | 33.11 | 23% |
| Returns for 5 years | -18.85 | 31.93 | -59% |
| Returns for 10 years | 19.45 | 186.87 | 10% |
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