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TRGIX vs VITSX
TRGIX vs VITSX Comparison
Open Charts TRGIX vs VITSX
Nuveen Core Equity Retire
Price$13.74
Change+$0.74 (+5.69%)
VolumeN/A
Net Assets6.34B
Vanguard Total Stock Market Idx I
Price$125.29
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
TRGIX vs VITSX Comparison Chart
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TRGIX vs. VITSX commentary
Apr 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 VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. TRGIX (6.34B). VITSX pays higher dividends than TRGIX: VITSX (1.36) vs TRGIX (0.82). TRGIX was incepted earlier than VITSX: TRGIX (23 years) vs VITSX (28 years). TRGIX (0.65) is less costly to investors than VITSX (0.03). TRGIX is a more actively managed with annual turnover of: 25.00 vs. VITSX (2.00). TRGIX has a lower initial minimum investment than VITSX: TRGIX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 4.73 vs. TRGIX (-6.20). VITSX return over 5 years is better than : 92.18 vs. TRGIX (15.31).
| TRGIX | VITSX | TRGIX / VITSX | |
| Total Expense Ratio | 0.65 | 0.03 | 2,167% |
| Annual Report Gross Expense Ratio | 0.65 | 0.03 | 2,167% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -9.399 | -7.883 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 1.7T | 0% |
| Annual Yield % from dividends | 0.82 | 1.36 | 60% |
| Returns for 1 year | -6.20 | 4.73 | -131% |
| Returns for 3 years | -9.62 | 20.97 | -46% |
| Returns for 5 years | 15.31 | 92.18 | 17% |
| Returns for 10 years | 17.15 | 155.13 | 11% |
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