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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$26.84
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets3.68B
Vanguard Small Cap Index Admiral Shares
Price$123.53
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
TRBIX vs VSMAX Comparison Chart in %
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TRBIX vs. VSMAX 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 TRBIX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. TRBIX (3.68B). TRBIX (1.35) and VSMAX (1.34) 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 : 10.66 vs. TRBIX (9.81). VSMAX return over 5 years is better than : 67.19 vs. TRBIX (44.69).
| 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 | 11.973 | 7.523 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 161B | 2% |
| Annual Yield % from dividends | 1.35 | 1.34 | 100% |
| Returns for 1 year | 9.81 | 10.66 | 92% |
| Returns for 3 years | 34.77 | 42.58 | 82% |
| Returns for 5 years | 44.69 | 67.19 | 67% |
| Returns for 10 years | 63.58 | 140.26 | 45% |
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