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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$25.89
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets3.57B
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
TRBIX vs VSMAX Comparison Chart in %
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TRBIX vs. VSMAX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. TRBIX (3.57B). TRBIX pays higher dividends than VSMAX: TRBIX (1.39) vs VSMAX (1.31). TRBIX was incepted earlier than VSMAX: TRBIX (23 years) vs VSMAX (25 years). TRBIX (0.31) is less costly to investors than VSMAX (0.05). TRBIX is a more actively managed with annual turnover of: 18.00 vs. VSMAX (13.00). 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 : 15.42 vs. TRBIX (8.42). VSMAX return over 5 years is better than : 68.03 vs. TRBIX (40.07).
| TRBIX | VSMAX | TRBIX / VSMAX | |
| Total Expense Ratio | 0.31 | 0.05 | 620% |
| Annual Report Gross Expense Ratio | 0.31 | 0.05 | 620% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 8.010 | 6.527 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 161B | 2% |
| Annual Yield % from dividends | 1.39 | 1.31 | 106% |
| Returns for 1 year | 8.42 | 15.42 | 55% |
| Returns for 3 years | 29.00 | 32.34 | 90% |
| Returns for 5 years | 40.07 | 68.03 | 59% |
| Returns for 10 years | 54.24 | 133.89 | 41% |
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