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NAESX vs TRBIX
NAESX vs TRBIX Comparison
Open Charts NAESX vs TRBIX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Nuveen Small Cap Blend Idx Retire
Price$24.74
Change-$0.13 (-0.52%)
VolumeN/A
Net Assets3.46B
NAESX vs TRBIX Comparison Chart in %
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NAESX vs. TRBIX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. TRBIX (3.46B). TRBIX pays higher dividends than NAESX: TRBIX (1.48) vs NAESX (1.25). 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 : 9.15 vs. TRBIX (3.52). NAESX return over 5 years is better than : 57.53 vs. TRBIX (30.36).
| 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 | 2.494 | 3.212 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 3.46B | 4,447% |
| Annual Yield % from dividends | 1.25 | 1.48 | 85% |
| Returns for 1 year | 9.15 | 3.52 | 260% |
| Returns for 3 years | 20.39 | 9.44 | 216% |
| Returns for 5 years | 57.53 | 30.36 | 189% |
| Returns for 10 years | 112.59 | 40.98 | 275% |
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