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TRGIX vs VSMPX
TRGIX vs VSMPX Comparison
Open Charts TRGIX vs VSMPX
Nuveen Core Equity Retire
Price$14.64
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets6.56B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
TRGIX vs VSMPX Comparison Chart
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TRGIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. TRGIX (6.56B). VSMPX pays higher dividends than TRGIX: VSMPX (1.37) vs TRGIX (0.83). TRGIX was incepted earlier than VSMPX: TRGIX (23 years) vs VSMPX (10 years). TRGIX (0.65) is less costly to investors than VSMPX (0.02). TRGIX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). TRGIX has a lower initial minimum investment than VSMPX: TRGIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.97 vs. TRGIX (-4.91). VSMPX return over 5 years is better than : 89.26 vs. TRGIX (12.01).
| TRGIX | VSMPX | TRGIX / VSMPX | |
| Total Expense Ratio | 0.65 | 0.02 | 3,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -6.525 | -4.010 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.83 | 1.37 | 61% |
| Returns for 1 year | -4.91 | 7.97 | -62% |
| Returns for 3 years | 4.03 | 40.13 | 10% |
| Returns for 5 years | 12.01 | 89.26 | 13% |
| Returns for 10 years | 20.58 | 157.38 | 13% |
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