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TRGIX vs VFINX
TRGIX vs VFINX Comparison
Open Charts TRGIX vs VFINX
Nuveen Core Equity Retire
Price$14.64
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets6.56B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
TRGIX vs VFINX Comparison Chart
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TRGIX vs. VFINX commentary
May 11, 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 TRGIX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. TRGIX (6.56B). VFINX pays higher dividends than TRGIX: VFINX (1.25) vs TRGIX (0.83). TRGIX was incepted earlier than VFINX: TRGIX (23 years) vs VFINX (49 years). TRGIX (0.65) is less costly to investors than VFINX (0.14). TRGIX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). TRGIX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.59 vs. TRGIX (-4.91). VFINX return over 5 years is better than : 93.15 vs. TRGIX (12.01).
| TRGIX | VFINX | TRGIX / VFINX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 23 years | 49 years | - |
| Gain YTD | -6.525 | -3.683 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 1.34T | 0% |
| Annual Yield % from dividends | 0.83 | 1.25 | 67% |
| Returns for 1 year | -4.91 | 8.59 | -57% |
| Returns for 3 years | 4.03 | 41.54 | 10% |
| Returns for 5 years | 12.01 | 93.15 | 13% |
| Returns for 10 years | 20.58 | 169.87 | 12% |
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