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NAESX vs TRBIX
NAESX vs TRBIX Comparison
Open Charts NAESX vs TRBIX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Nuveen Small Cap Blend Idx Retire
Price$24.74
Change-$0.13 (-0.52%)
VolumeN/A
Net Assets3.48B
NAESX vs TRBIX Comparison Chart in %
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NAESX vs. TRBIX commentary
Aug 16, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. TRBIX (3.48B). TRBIX pays higher dividends than NAESX: TRBIX (1.48) vs NAESX (1.25). 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 : 9.55 vs. TRBIX (4.06). NAESX return over 5 years is better than : 58.12 vs. TRBIX (31.05).
| 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 | 2.876 | 3.755 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 3.48B | 4,423% |
| Annual Yield % from dividends | 1.25 | 1.48 | 85% |
| Returns for 1 year | 9.55 | 4.06 | 235% |
| Returns for 3 years | 20.84 | 10.02 | 208% |
| Returns for 5 years | 58.12 | 31.05 | 187% |
| Returns for 10 years | 113.38 | 41.72 | 272% |
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