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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$26.21
Change-$0.37 (-1.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
TRBIX vs VSMAX Comparison Chart
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TRBIX vs. VSMAX commentary
Nov 18, 2024
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 Sell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. TRBIX (3.68B). 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 (30.28) and TRBIX (29.59) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.62 vs. TRBIX (31.02).
| 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 | 14.755 | 15.803 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 151B | 2% |
| Annual Yield % from dividends | 1.41 | 1.42 | 99% |
| Returns for 1 year | 29.59 | 30.28 | 98% |
| Returns for 3 years | -10.09 | 4.74 | -213% |
| Returns for 5 years | 31.02 | 55.62 | 56% |
| Returns for 10 years | 47.32 | 123.30 | 38% |