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NAESX vs TRBIX
NAESX vs TRBIX Comparison
Open Charts NAESX vs TRBIX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Nuveen Small Cap Blend Idx Retire
Price$25.89
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets3.57B
NAESX vs TRBIX Comparison Chart in %
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NAESX vs. TRBIX commentary
Sep 09, 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 NAESX is a Hold and TRBIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. TRBIX (3.57B). TRBIX pays higher dividends than NAESX: TRBIX (1.39) vs NAESX (1.20). NAESX was incepted earlier than TRBIX: NAESX (65 years) vs TRBIX (23 years). TRBIX (0.31) is less costly to investors than NAESX (0.17). TRBIX is a more actively managed with annual turnover of: 18.00 vs. NAESX (13.00). TRBIX has a lower initial minimum investment than NAESX: TRBIX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. TRBIX (8.42). NAESX return over 5 years is better than : 66.60 vs. TRBIX (40.07).
| NAESX | TRBIX | NAESX / TRBIX | |
| Total Expense Ratio | 0.17 | 0.31 | 55% |
| Annual Report Gross Expense Ratio | 0.17 | 0.31 | 55% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | 6.494 | 8.010 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 3.57B | 4,512% |
| Annual Yield % from dividends | 1.20 | 1.39 | 86% |
| Returns for 1 year | 13.62 | 8.42 | 162% |
| Returns for 3 years | 39.23 | 29.00 | 135% |
| Returns for 5 years | 66.60 | 40.07 | 166% |
| Returns for 10 years | 132.36 | 54.24 | 244% |
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