Interact to see
Advertisement
Advertisement
TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.59
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets188.16M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
TRDFX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRDFX vs. VSMAX commentary
Jul 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 TRDFX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. TRDFX (188M). VSMAX pays higher dividends than TRDFX: VSMAX (1.40) vs TRDFX (0.76). 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 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 : 8.49 vs. TRDFX (-2.06). VSMAX return over 5 years is better than : 66.87 vs. TRDFX (8.90).
| 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 | 1.206 | 2.804 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 153B | 0% |
| Annual Yield % from dividends | 0.76 | 1.40 | 54% |
| Returns for 1 year | -2.06 | 8.49 | -24% |
| Returns for 3 years | -6.90 | 34.27 | -20% |
| Returns for 5 years | 8.90 | 66.87 | 13% |
| Returns for 10 years | -11.14 | 115.21 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement