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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$24.74
Change-$0.13 (-0.52%)
VolumeN/A
Net Assets3.48B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
TRBIX vs VSMAX Comparison Chart in %
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TRBIX vs. VSMAX commentary
Aug 16, 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: 154B vs. TRBIX (3.48B). TRBIX pays higher dividends than VSMAX: TRBIX (1.48) vs VSMAX (1.37). 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 : 9.58 vs. TRBIX (4.06). VSMAX return over 5 years is better than : 58.32 vs. TRBIX (31.05).
| 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 | 3.755 | 2.900 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 154B | 2% |
| Annual Yield % from dividends | 1.48 | 1.37 | 108% |
| Returns for 1 year | 4.06 | 9.58 | 42% |
| Returns for 3 years | 10.02 | 20.93 | 48% |
| Returns for 5 years | 31.05 | 58.32 | 53% |
| Returns for 10 years | 41.72 | 113.92 | 37% |
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