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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$13.05
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets184.51M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX 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 TRDFX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. TRDFX (185M). VSMAX pays higher dividends than TRDFX: VSMAX (1.31) vs TRDFX (0.72). 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 : 13.64 vs. TRDFX (4.09). VSMAX return over 5 years is better than : 66.80 vs. TRDFX (8.50).
| 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 | 4.904 | 6.527 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 161B | 0% |
| Annual Yield % from dividends | 0.72 | 1.31 | 55% |
| Returns for 1 year | 4.09 | 13.64 | 30% |
| Returns for 3 years | -1.94 | 39.35 | -5% |
| Returns for 5 years | 8.50 | 66.80 | 13% |
| Returns for 10 years | -4.40 | 132.90 | -3% |
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