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NAESX vs TRHBX
NAESX vs TRHBX Comparison
Open Charts NAESX vs TRHBX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
Nuveen Small Cap Blend Idx I
Price$23.84
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets3.36B
NAESX vs TRHBX Comparison Chart in %
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NAESX vs. TRHBX commentary
Aug 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 TRHBX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. TRHBX (3.36B). TRHBX pays higher dividends than NAESX: TRHBX (1.56) vs NAESX (1.25). NAESX was incepted earlier than TRHBX: NAESX (65 years) vs TRHBX (10 years). TRHBX (0.46) is less costly to investors than NAESX (0.17). TRHBX is a more actively managed with annual turnover of: 18.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than TRHBX: NAESX (3000) vs TRHBX (100000). NAESX annual gain was more profitable for investors over the last year : 9.58 vs. TRHBX (2.89). NAESX return over 5 years is better than : 54.37 vs. TRHBX (27.45).
| NAESX | TRHBX | NAESX / TRHBX | |
| Total Expense Ratio | 0.17 | 0.24 | 71% |
| Annual Report Gross Expense Ratio | 0.17 | 0.46 | 37% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 0.171 | 0.084 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 3.36B | 4,581% |
| Annual Yield % from dividends | 1.25 | 1.56 | 80% |
| Returns for 1 year | 9.58 | 2.89 | 332% |
| Returns for 3 years | 24.10 | 12.24 | 197% |
| Returns for 5 years | 54.37 | 27.45 | 198% |
| Returns for 10 years | 109.08 | N/A | - |
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