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TRBIX vs VSCPX
TRBIX vs VSCPX Comparison
Open Charts TRBIX vs VSCPX
Nuveen Small Cap Blend Idx Retire
Price$23.97
Change-$1.10 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
TRBIX vs VSCPX Comparison Chart
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TRBIX vs. VSCPX commentary
Dec 19, 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 TRBIX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. TRBIX (3.71B). VSCPX (1.44) and TRBIX (1.41) have matching dividends . TRBIX was incepted earlier than VSCPX: TRBIX (22 years) vs VSCPX (14 years). TRBIX is a more actively managed with annual turnover of: 25.00 vs. VSCPX (12.00). TRBIX has a lower initial minimum investment than VSCPX: TRBIX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 19.60 vs. TRBIX (15.24). VSCPX return over 5 years is better than : 54.01 vs. TRBIX (27.67).
| TRBIX | VSCPX | TRBIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 12.614 | 18.058 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 167B | 2% |
| Annual Yield % from dividends | 1.41 | 1.44 | 98% |
| Returns for 1 year | 15.24 | 19.60 | 78% |
| Returns for 3 years | 5.12 | 15.81 | 32% |
| Returns for 5 years | 27.67 | 54.01 | 51% |
| Returns for 10 years | 48.14 | 125.14 | 38% |