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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$13.02
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets170.29M
Vanguard Small Cap Index Admiral Shares
Price$122.65
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX 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 TRDFX is a Buy 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 (0.72). 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 : 1.45 vs. TRDFX (-6.18). VSMAX return over 5 years is better than : 48.41 vs. TRDFX (-3.07).
| 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 | 4.662 | 6.757 | 69% |
| 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 | 0.72 | 1.34 | 54% |
| Returns for 1 year | -6.18 | 1.45 | -425% |
| Returns for 3 years | -8.68 | 33.26 | -26% |
| Returns for 5 years | -3.07 | 48.41 | -6% |
| Returns for 10 years | -3.83 | 138.28 | -3% |
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