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DFSTX vs TRBIX
DFSTX vs TRBIX Comparison
Open Charts DFSTX vs TRBIX
Nuveen Small Cap Blend Idx Retire
Price$26.97
Change+$0.22 (+0.82%)
VolumeN/A
Net Assets3.63B
DFSTX vs TRBIX Comparison Chart in %
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DFSTX vs. TRBIX commentary
Nov 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.1B vs. TRBIX (3.63B). TRBIX pays higher dividends than DFSTX: TRBIX (1.33) vs DFSTX (1.08). 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. DFSTX annual gain was more profitable for investors over the last year : -0.59 vs. TRBIX (-0.89). DFSTX return over 5 years is better than : 49.14 vs. TRBIX (20.50).
| 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 | 7.697 | 12.516 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 3.63B | 472% |
| Annual Yield % from dividends | 1.08 | 1.33 | 81% |
| Returns for 1 year | -0.59 | -0.89 | 66% |
| Returns for 3 years | 26.69 | 28.43 | 94% |
| Returns for 5 years | 49.14 | 20.50 | 240% |
| Returns for 10 years | 72.90 | 54.66 | 133% |
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