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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$20.29
Change+$0.19 (+0.95%)
VolumeN/A
Net Assets2.85B
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
TRBIX vs VSMAX Comparison Chart
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TRBIX vs. VSMAX commentary
Apr 18, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. TRBIX (2.85B). TRBIX pays higher dividends than VSMAX: TRBIX (1.63) vs VSMAX (1.52). TRBIX was incepted earlier than VSMAX: TRBIX (23 years) vs VSMAX (24 years). TRBIX (0.30) is less costly to investors than VSMAX (0.05). TRBIX is a more actively managed with annual turnover of: 16.00 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 : -2.40 vs. TRBIX (-7.41). VSMAX return over 5 years is better than : 66.89 vs. TRBIX (37.90).
| TRBIX | VSMAX | TRBIX / VSMAX | |
| Total Expense Ratio | 0.30 | 0.05 | 600% |
| Annual Report Gross Expense Ratio | 0.30 | 0.05 | 600% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -15.269 | -14.455 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 143B | 2% |
| Annual Yield % from dividends | 1.63 | 1.52 | 107% |
| Returns for 1 year | -7.41 | -2.40 | 309% |
| Returns for 3 years | -9.07 | 0.56 | -1,628% |
| Returns for 5 years | 37.90 | 66.89 | 57% |
| Returns for 10 years | 12.84 | 73.68 | 17% |
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