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NAESX vs TRBIX
NAESX vs TRBIX Comparison
Open Charts NAESX vs TRBIX
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
Nuveen Small Cap Blend Idx Retire
Price$26.84
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets3.68B
NAESX vs TRBIX Comparison Chart in %
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NAESX vs. TRBIX commentary
Oct 06, 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 NAESX is a Buy and TRBIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. TRBIX (3.68B). TRBIX pays higher dividends than NAESX: TRBIX (1.35) vs NAESX (1.23). NAESX was incepted earlier than TRBIX: NAESX (65 years) vs TRBIX (23 years). TRBIX (0.31) is less costly to investors than NAESX (0.17). TRBIX is a more actively managed with annual turnover of: 18.00 vs. NAESX (13.00). TRBIX has a lower initial minimum investment than NAESX: TRBIX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 10.62 vs. TRBIX (9.81). NAESX return over 5 years is better than : 66.97 vs. TRBIX (44.69).
| NAESX | TRBIX | NAESX / TRBIX | |
| Total Expense Ratio | 0.17 | 0.31 | 55% |
| Annual Report Gross Expense Ratio | 0.17 | 0.31 | 55% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | 7.501 | 11.973 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 3.68B | 4,371% |
| Annual Yield % from dividends | 1.23 | 1.35 | 91% |
| Returns for 1 year | 10.62 | 9.81 | 108% |
| Returns for 3 years | 42.45 | 34.77 | 122% |
| Returns for 5 years | 66.97 | 44.69 | 150% |
| Returns for 10 years | 139.53 | 63.58 | 219% |
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