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NAESX vs TRBIX
NAESX vs TRBIX Comparison
Open Charts NAESX vs TRBIX
Vanguard Small Cap Index I
Price$115.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Nuveen Small Cap Blend Idx Retire
Price$25.93
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NAESX vs TRBIX Comparison Chart
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NAESX vs. TRBIX commentary
Oct 18, 2024
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 NAESX is a StrongBuy and TRBIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. TRBIX (3.7B). TRBIX pays higher dividends than NAESX: TRBIX (1.41) vs NAESX (1.31). NAESX was incepted earlier than TRBIX: NAESX (64 years) vs TRBIX (22 years). TRBIX is a more actively managed with annual turnover of: 25.00 vs. NAESX (12.00). TRBIX has a lower initial minimum investment than NAESX: TRBIX (0) vs NAESX (3000). TRBIX (31.66) and NAESX (31.16) have marching annual gain over last year. NAESX return over 5 years is better than : 59.17 vs. TRBIX (34.95).
| NAESX | TRBIX | NAESX / TRBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 22 years | - |
| Gain YTD | 13.747 | 13.529 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 3.7B | 4,105% |
| Annual Yield % from dividends | 1.31 | 1.41 | 93% |
| Returns for 1 year | 31.16 | 31.66 | 98% |
| Returns for 3 years | 7.65 | -5.60 | -137% |
| Returns for 5 years | 59.17 | 34.95 | 169% |
| Returns for 10 years | 134.26 | 55.89 | 240% |
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