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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$23.62
Change-$0.71 (-2.92%)
VolumeN/A
Net Assets3.45B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
TRBIX vs VSMAX Comparison Chart
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TRBIX vs. VSMAX commentary
Feb 23, 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: 161B vs. TRBIX (3.45B). 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 : 14.26 vs. TRBIX (8.62). VSMAX return over 5 years is better than : 48.38 vs. TRBIX (21.39).
| 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 | 1.502 | 2.388 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 161B | 2% |
| Annual Yield % from dividends | 1.41 | 1.42 | 99% |
| Returns for 1 year | 8.62 | 14.26 | 60% |
| Returns for 3 years | 10.51 | 22.07 | 48% |
| Returns for 5 years | 21.39 | 48.38 | 44% |
| Returns for 10 years | 37.42 | 111.34 | 34% |
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