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TRDFX vs VSMAX
TRDFX vs VSMAX Comparison
Open Charts TRDFX vs VSMAX
Steward Values Enhanced SmMidCapA
Price$12.54
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets187.01M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
TRDFX vs VSMAX Comparison Chart in %
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TRDFX vs. VSMAX commentary
Aug 18, 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: 154B vs. TRDFX (187M). VSMAX pays higher dividends than TRDFX: VSMAX (1.37) vs TRDFX (0.75). 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 : 9.17 vs. TRDFX (-1.07). VSMAX return over 5 years is better than : 57.73 vs. TRDFX (1.08).
| 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 | 0.804 | 2.517 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 154B | 0% |
| Annual Yield % from dividends | 0.75 | 1.37 | 55% |
| Returns for 1 year | -1.07 | 9.17 | -12% |
| Returns for 3 years | -15.53 | 20.48 | -76% |
| Returns for 5 years | 1.08 | 57.73 | 2% |
| Returns for 10 years | -12.76 | 113.12 | -11% |