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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.82
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets170.34M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX commentary
Oct 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. TRDFX (170M). VSMAX pays higher dividends than TRDFX: VSMAX (1.34) vs TRDFX (0.71). 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 : 4.95 vs. TRDFX (-4.40). VSMAX return over 5 years is better than : 55.46 vs. TRDFX (0.84).
| 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 | 3.055 | 5.599 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 162B | 0% |
| Annual Yield % from dividends | 0.71 | 1.34 | 53% |
| Returns for 1 year | -4.40 | 4.95 | -89% |
| Returns for 3 years | -2.59 | 42.02 | -6% |
| Returns for 5 years | 0.84 | 55.46 | 2% |
| Returns for 10 years | -7.62 | 130.86 | -6% |
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