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DFSTX vs TRBIX
DFSTX vs TRBIX Comparison
Open Charts DFSTX vs TRBIX
Nuveen Small Cap Blend Idx Retire
Price$27.74
Change+$0.98 (+3.66%)
VolumeN/A
Net Assets3.78B
DFSTX vs TRBIX Comparison Chart in %
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DFSTX vs. TRBIX commentary
Feb 05, 2026
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 DFSTX is a Hold and TRBIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. TRBIX (3.78B). TRBIX (1.05) and DFSTX (1.02) have matching dividends . DFSTX was incepted earlier than TRBIX: DFSTX (34 years) vs TRBIX (23 years). TRBIX (0.31) is less costly to investors than DFSTX (0.28). TRBIX is a more actively managed with annual turnover of: 18.00 vs. DFSTX (5.00). DFSTX (0) and TRBIX (0) have matching initial minimum investment requirements. TRBIX annual gain was more profitable for investors over the last year : 15.46 vs. DFSTX (13.21). DFSTX return over 5 years is better than : 38.07 vs. TRBIX (7.11).
| DFSTX | TRBIX | DFSTX / TRBIX | |
| Total Expense Ratio | 0.27 | 0.31 | 87% |
| Annual Report Gross Expense Ratio | 0.28 | 0.31 | 90% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 6.752 | 6.733 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 3.78B | 479% |
| Annual Yield % from dividends | 1.02 | 1.05 | 97% |
| Returns for 1 year | 13.21 | 15.46 | 85% |
| Returns for 3 years | 33.64 | 26.99 | 125% |
| Returns for 5 years | 38.07 | 7.11 | 535% |
| Returns for 10 years | 131.31 | 106.35 | 123% |
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