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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.53
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets190.2M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX commentary
Jul 07, 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: 148B vs. TRDFX (190M). VSMAX pays higher dividends than TRDFX: VSMAX (1.40) vs TRDFX (0.76). TRDFX was incepted earlier than VSMAX: TRDFX (73 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: 18.00 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 : 12.25 vs. TRDFX (2.63). VSMAX return over 5 years is better than : 69.54 vs. TRDFX (12.73).
| 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 | 73 years | 25 years | - |
| Gain YTD | 0.723 | 1.447 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 148B | 0% |
| Annual Yield % from dividends | 0.76 | 1.40 | 54% |
| Returns for 1 year | 2.63 | 12.25 | 21% |
| Returns for 3 years | -3.36 | 37.95 | -9% |
| Returns for 5 years | 12.73 | 69.54 | 18% |
| Returns for 10 years | -13.40 | 109.34 | -12% |
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