TRGIX
Price
$16.97
Change
+$0.15 (+0.89%)
Updated
Sep 4 closing price
Net Assets
7.29B
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.91T
Interact to see
Advertisement

TRGIX vs VSMPX

Header iconTRGIX vs VSMPX Comparison
Open Charts TRGIX vs VSMPXBanner chart's image
Nuveen Core Equity Retire
Price$16.97
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets7.29B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.91T
TRGIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
TRGIX vs. VSMPX commentary
Sep 05, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. TRGIX (7.29B). VSMPX pays higher dividends than TRGIX: VSMPX (1.17) vs TRGIX (0.69). 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 : 16.86 vs. TRGIX (4.50). VSMPX return over 5 years is better than : 83.77 vs. TRGIX (8.74).
TRGIXVSMPXTRGIX / VSMPX
Total Expense Ratio0.650.023,250%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence23 years10 years-
Gain YTD7.5599.60679%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.29B1.91T0%
Annual Yield % from dividends0.691.1759%
Returns for 1 year4.5016.8627%
Returns for 3 years21.7461.8535%
Returns for 5 years8.7483.7710%
Returns for 10 years49.05220.1422%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JCSCX21.810.38
+1.77%
Janus Henderson Small Cap Value C
CIMAX27.140.10
+0.37%
American Funds Income Fund of Amer 529A
HNASX20.23N/A
N/A
Homestead Growth
VIDGX11.45N/A
N/A
Vanguard International Dividend Gr Inv
ASPCX26.50N/A
N/A
Alger Spectra C