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NAESX vs TRHBX
NAESX vs TRHBX Comparison
Open Charts NAESX vs TRHBX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Nuveen Small Cap Blend Idx I
Price$20.45
Change-$1.44 (-6.58%)
VolumeN/A
Net Assets3.16B
NAESX vs TRHBX Comparison Chart
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NAESX vs. TRHBX commentary
Apr 04, 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 StrongBuy and TRHBX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. TRHBX (3.16B). TRHBX pays higher dividends than NAESX: TRHBX (1.72) vs NAESX (1.39). NAESX was incepted earlier than TRHBX: NAESX (65 years) vs TRHBX (9 years). TRHBX (0.71) is less costly to investors than NAESX (0.17). TRHBX is a more actively managed with annual turnover of: 16.00 vs. NAESX (12.00). 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 : 1.18 vs. TRHBX (-4.64). NAESX return over 5 years is better than : 115.68 vs. TRHBX (75.43).
| NAESX | TRHBX | NAESX / TRHBX | |
| Total Expense Ratio | 0.17 | 0.21 | 81% |
| Annual Report Gross Expense Ratio | 0.17 | 0.71 | 24% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -5.833 | -7.948 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 3.16B | 4,837% |
| Annual Yield % from dividends | 1.39 | 1.72 | 81% |
| Returns for 1 year | 1.18 | -4.64 | -25% |
| Returns for 3 years | 6.44 | -5.34 | -121% |
| Returns for 5 years | 115.68 | 75.43 | 153% |
| Returns for 10 years | 90.61 | N/A | - |
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