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NAESX vs TRHBX
NAESX vs TRHBX Comparison
Open Charts NAESX vs TRHBX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Nuveen Small Cap Blend Idx I
Price$22.54
Change-$0.42 (-1.83%)
VolumeN/A
Net Assets3.28B
NAESX vs TRHBX Comparison Chart
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NAESX vs. TRHBX commentary
Jun 15, 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 TRHBX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. TRHBX (3.28B). TRHBX pays higher dividends than NAESX: TRHBX (1.67) vs NAESX (1.35). NAESX was incepted earlier than TRHBX: NAESX (65 years) vs TRHBX (10 years). TRHBX (0.46) is less costly to investors than NAESX (0.17). TRHBX is a more actively managed with annual turnover of: 18.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than TRHBX: NAESX (3000) vs TRHBX (100000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. TRHBX (-0.22). NAESX return over 5 years is better than : 63.19 vs. TRHBX (36.69).
| NAESX | TRHBX | NAESX / TRHBX | |
| Total Expense Ratio | 0.17 | 0.24 | 71% |
| Annual Report Gross Expense Ratio | 0.17 | 0.46 | 37% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -4.390 | -5.214 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 3.28B | 4,511% |
| Annual Yield % from dividends | 1.35 | 1.67 | 81% |
| Returns for 1 year | 5.19 | -0.22 | -2,361% |
| Returns for 3 years | 31.28 | 19.27 | 162% |
| Returns for 5 years | 63.19 | 36.69 | 172% |
| Returns for 10 years | 92.88 | N/A | - |
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