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TRHBX vs VSMAX
TRHBX vs VSMAX Comparison
Open Charts TRHBX vs VSMAX
Nuveen Small Cap Blend Idx I
Price$24.15
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
TRHBX vs VSMAX Comparison Chart in %
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TRHBX vs. VSMAX commentary
Jul 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 TRHBX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. TRHBX (3.44B). TRHBX pays higher dividends than VSMAX: TRHBX (1.59) vs VSMAX (1.40). TRHBX was incepted earlier than VSMAX: TRHBX (10 years) vs VSMAX (25 years). TRHBX (0.46) is less costly to investors than VSMAX (0.05). TRHBX is a more actively managed with annual turnover of: 18.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than TRHBX: VSMAX (3000) vs TRHBX (100000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. TRHBX (6.91). VSMAX return over 5 years is better than : 69.54 vs. TRHBX (41.82).
| TRHBX | VSMAX | TRHBX / VSMAX | |
| Total Expense Ratio | 0.24 | 0.05 | 480% |
| Annual Report Gross Expense Ratio | 0.46 | 0.05 | 920% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 1.556 | 1.447 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 148B | 2% |
| Annual Yield % from dividends | 1.59 | 1.40 | 114% |
| Returns for 1 year | 6.91 | 12.25 | 56% |
| Returns for 3 years | 26.18 | 37.95 | 69% |
| Returns for 5 years | 41.82 | 69.54 | 60% |
| Returns for 10 years | N/A | 109.34 | - |
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