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DFSTX vs TRBIX
DFSTX vs TRBIX Comparison
Open Charts DFSTX vs TRBIX
Nuveen Small Cap Blend Idx Retire
Price$26.92
Change+$0.28 (+1.05%)
VolumeN/A
Net Assets3.65B
DFSTX vs TRBIX Comparison Chart in %
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DFSTX vs. TRBIX commentary
Oct 10, 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 DFSTX is a Buy and TRBIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. TRBIX (3.66B). TRBIX pays higher dividends than DFSTX: TRBIX (1.35) vs DFSTX (1.07). DFSTX was incepted earlier than TRBIX: DFSTX (34 years) vs TRBIX (23 years). TRBIX (0.31) is less costly to investors than DFSTX (0.28). TRBIX is a more actively managed with annual turnover of: 18.00 vs. DFSTX (6.00). DFSTX (0) and TRBIX (0) have matching initial minimum investment requirements. TRBIX annual gain was more profitable for investors over the last year : 8.25 vs. DFSTX (7.34). DFSTX return over 5 years is better than : 64.02 vs. TRBIX (34.96).
| DFSTX | TRBIX | DFSTX / TRBIX | |
| Total Expense Ratio | 0.27 | 0.31 | 87% |
| Annual Report Gross Expense Ratio | 0.28 | 0.31 | 90% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 5.697 | 11.139 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 3.66B | 471% |
| Annual Yield % from dividends | 1.07 | 1.35 | 79% |
| Returns for 1 year | 7.34 | 8.25 | 89% |
| Returns for 3 years | 40.28 | 39.53 | 102% |
| Returns for 5 years | 64.02 | 34.96 | 183% |
| Returns for 10 years | 74.53 | 57.93 | 129% |
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