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NAESX vs TRBIX
NAESX vs TRBIX Comparison
Open Charts NAESX vs TRBIX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Nuveen Small Cap Blend Idx Retire
Price$25.93
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets3.57B
NAESX vs TRBIX Comparison Chart in %
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NAESX vs. TRBIX commentary
Sep 09, 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 Hold and TRBIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. TRBIX (3.57B). TRBIX pays higher dividends than NAESX: TRBIX (1.39) vs NAESX (1.20). 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 : 15.53 vs. TRBIX (10.69). NAESX return over 5 years is better than : 68.06 vs. TRBIX (41.09).
| 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 | 6.625 | 8.177 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 3.57B | 4,506% |
| Annual Yield % from dividends | 1.20 | 1.39 | 86% |
| Returns for 1 year | 15.53 | 10.69 | 145% |
| Returns for 3 years | 32.39 | 22.97 | 141% |
| Returns for 5 years | 68.06 | 41.09 | 166% |
| Returns for 10 years | 133.63 | 54.91 | 243% |
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