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TRHBX vs VRTIX
TRHBX vs VRTIX Comparison
Open Charts TRHBX vs VRTIX
Nuveen Small Cap Blend Idx I
Price$26.31
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets3.67B
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
TRHBX vs VRTIX Comparison Chart in %
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TRHBX vs. VRTIX commentary
Dec 27, 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 TRHBX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. TRHBX (3.67B). TRHBX pays higher dividends than VRTIX: TRHBX (1.39) vs VRTIX (1.17). TRHBX was incepted earlier than VRTIX: TRHBX (10 years) vs VRTIX (15 years). TRHBX (0.46) is less costly to investors than VRTIX (0.07). TRHBX is a more actively managed with annual turnover of: 18.00 vs. VRTIX (14.00). TRHBX has a lower initial minimum investment than VRTIX: TRHBX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 11.46 vs. TRHBX (8.27). VRTIX return over 5 years is better than : 28.56 vs. TRHBX (11.61).
| TRHBX | VRTIX | TRHBX / VRTIX | |
| Total Expense Ratio | 0.24 | 0.07 | 343% |
| Annual Report Gross Expense Ratio | 0.46 | 0.07 | 657% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 10.639 | 13.890 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 14.3B | 26% |
| Annual Yield % from dividends | 1.39 | 1.17 | 118% |
| Returns for 1 year | 8.27 | 11.46 | 72% |
| Returns for 3 years | 36.64 | 46.71 | 78% |
| Returns for 5 years | 11.61 | 28.56 | 41% |
| Returns for 10 years | 66.79 | 128.00 | 52% |
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