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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$23.97
Change-$1.10 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
TRBIX vs VSMAX Comparison Chart
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TRBIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. TRBIX (3.71B). 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). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. TRBIX (15.24). VSMAX return over 5 years is better than : 53.97 vs. TRBIX (27.67).
| 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 | 12.614 | 18.049 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 167B | 2% |
| Annual Yield % from dividends | 1.41 | 1.42 | 99% |
| Returns for 1 year | 15.24 | 19.58 | 78% |
| Returns for 3 years | 5.12 | 15.80 | 32% |
| Returns for 5 years | 27.67 | 53.97 | 51% |
| Returns for 10 years | 48.14 | 125.00 | 39% |