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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$25.84
Change-$0.73 (-2.75%)
VolumeN/A
Net Assets3.6B
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
TRBIX vs VSMAX Comparison Chart in %
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TRBIX vs. VSMAX commentary
Nov 14, 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 TRBIX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. TRBIX (3.6B). VSMAX (1.34) and TRBIX (1.33) have matching dividends . TRBIX was incepted earlier than VSMAX: TRBIX (23 years) vs VSMAX (25 years). TRBIX (0.31) is less costly to investors than VSMAX (0.05). TRBIX is a more actively managed with annual turnover of: 18.00 vs. VSMAX (13.00). TRBIX has a lower initial minimum investment than VSMAX: TRBIX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 1.45 vs. TRBIX (-0.96). VSMAX return over 5 years is better than : 48.41 vs. TRBIX (26.33).
| TRBIX | VSMAX | TRBIX / VSMAX | |
| Total Expense Ratio | 0.31 | 0.05 | 620% |
| Annual Report Gross Expense Ratio | 0.31 | 0.05 | 620% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 10.847 | 6.757 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 162B | 2% |
| Annual Yield % from dividends | 1.33 | 1.34 | 99% |
| Returns for 1 year | -0.96 | 1.45 | -66% |
| Returns for 3 years | 25.72 | 33.26 | 77% |
| Returns for 5 years | 26.33 | 48.41 | 54% |
| Returns for 10 years | 59.87 | 138.28 | 43% |
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