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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$24.31
Change+$0.24 (+1.00%)
VolumeN/A
Net Assets3.44B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
TRBIX vs VSMAX Comparison Chart in %
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VS
TRBIX vs. VSMAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. TRBIX (3.44B). TRBIX pays higher dividends than VSMAX: TRBIX (1.51) vs VSMAX (1.40). 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 : 12.25 vs. TRBIX (6.74). VSMAX return over 5 years is better than : 69.54 vs. TRBIX (41.34).
| 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 | 1.418 | 1.447 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 148B | 2% |
| Annual Yield % from dividends | 1.51 | 1.40 | 108% |
| Returns for 1 year | 6.74 | 12.25 | 55% |
| Returns for 3 years | 25.92 | 37.95 | 68% |
| Returns for 5 years | 41.34 | 69.54 | 59% |
| Returns for 10 years | 35.13 | 109.34 | 32% |
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