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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$25.93
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$115.98
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
TRBIX vs VSMAX Comparison Chart
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TRBIX vs. VSMAX commentary
Oct 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 152B vs. TRBIX (3.7B). VSMAX (1.42) and TRBIX (1.41) have matching dividends . TRBIX was incepted earlier than VSMAX: TRBIX (22 years) vs VSMAX (24 years). TRBIX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (12.00). TRBIX has a lower initial minimum investment than VSMAX: TRBIX (0) vs VSMAX (3000). TRBIX (31.66) and VSMAX (31.20) have marching annual gain over last year. VSMAX return over 5 years is better than : 59.36 vs. TRBIX (34.95).
| TRBIX | VSMAX | TRBIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 13.529 | 13.772 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 152B | 2% |
| Annual Yield % from dividends | 1.41 | 1.42 | 99% |
| Returns for 1 year | 31.66 | 31.20 | 101% |
| Returns for 3 years | -5.60 | 7.73 | -73% |
| Returns for 5 years | 34.95 | 59.36 | 59% |
| Returns for 10 years | 55.89 | 135.03 | 41% |
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