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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$24.47
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets3.6B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
TRBIX vs VSMAX Comparison Chart
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TRBIX vs. VSMAX commentary
Jan 19, 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 TRBIX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. TRBIX (3.6B). 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 : 21.26 vs. TRBIX (14.43). VSMAX return over 5 years is better than : 48.99 vs. TRBIX (20.66).
| 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 | 2.086 | 3.369 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 155B | 2% |
| Annual Yield % from dividends | 1.41 | 1.42 | 99% |
| Returns for 1 year | 14.43 | 21.26 | 68% |
| Returns for 3 years | 5.05 | 17.25 | 29% |
| Returns for 5 years | 20.66 | 48.99 | 42% |
| Returns for 10 years | 45.86 | 127.10 | 36% |
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