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TRBIX vs VSMAX
TRBIX vs VSMAX Comparison
Open Charts TRBIX vs VSMAX
Nuveen Small Cap Blend Idx Retire
Price$22.69
Change-$0.43 (-1.86%)
VolumeN/A
Net Assets3.22B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
TRBIX vs VSMAX Comparison Chart
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TRBIX vs. VSMAX 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 TRBIX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. TRBIX (3.22B). TRBIX pays higher dividends than VSMAX: TRBIX (1.58) vs VSMAX (1.48). 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 : 5.22 vs. TRBIX (-0.37). VSMAX return over 5 years is better than : 63.38 vs. TRBIX (36.21).
| 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 | -5.340 | -4.364 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 148B | 2% |
| Annual Yield % from dividends | 1.58 | 1.48 | 107% |
| Returns for 1 year | -0.37 | 5.22 | -7% |
| Returns for 3 years | 18.96 | 31.37 | 60% |
| Returns for 5 years | 36.21 | 63.38 | 57% |
| Returns for 10 years | 24.03 | 93.38 | 26% |
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