Ad is loading...
TRHBX vs VSMAX
TRHBX vs VSMAX Comparison
Open Charts TRHBX vs VSMAX
Nuveen Small Cap Blend Idx I
Price$23.58
Change-$0.46 (-1.91%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
TRHBX vs VSMAX Comparison Chart
Loading...
TRHBX vs. VSMAX commentary
Sep 08, 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 TRHBX is a Sell and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. TRHBX (3.4B). TRHBX pays higher dividends than VSMAX: TRHBX (1.54) vs VSMAX (1.42). TRHBX was incepted earlier than VSMAX: TRHBX (9 years) vs VSMAX (24 years). TRHBX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than TRHBX: VSMAX (3000) vs TRHBX (100000). TRHBX (14.34) and VSMAX (14.27) have marching annual gain over last year. VSMAX return over 5 years is better than : 48.98 vs. TRHBX (29.86).
| TRHBX | VSMAX | TRHBX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 6.708 | 5.987 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.4B | 149B | 2% |
| Annual Yield % from dividends | 1.54 | 1.42 | 108% |
| Returns for 1 year | 14.34 | 14.27 | 100% |
| Returns for 3 years | -12.08 | -0.35 | 3,434% |
| Returns for 5 years | 29.86 | 48.98 | 61% |
| Returns for 10 years | N/A | 103.49 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRXRX | 13.38 | 0.05 | +0.38% |
| MFS Blended Research Intl Eq R1 | |||
| NRFYX | 11.78 | 0.02 | +0.17% |
| Natixis AEW Global Focused Real Estate Y | |||
| PLGAX | 18.50 | -0.02 | -0.11% |
| Principal LargeCap Growth I A | |||
| JIIGX | 73.38 | -0.16 | -0.22% |
| JPMorgan US Sustainable Leaders R6 | |||
| PCHSX | 38.87 | -0.68 | -1.72% |
| Putnam Global Health Care C | |||