Ad is loading...
TRGIX vs VTSAX
TRGIX vs VTSAX Comparison
Open Charts TRGIX vs VTSAX
Nuveen Core Equity Retire
Price$13.74
Change+$0.74 (+5.69%)
VolumeN/A
Net Assets6.34B
Vanguard Total Stock Mkt Idx Adm
Price$125.27
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
TRGIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TRGIX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. TRGIX (6.34B). VTSAX pays higher dividends than TRGIX: VTSAX (1.35) vs TRGIX (0.82). TRGIX was incepted earlier than VTSAX: TRGIX (23 years) vs VTSAX (24 years). TRGIX (0.65) is less costly to investors than VTSAX (0.04). TRGIX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). TRGIX has a lower initial minimum investment than VTSAX: TRGIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 4.73 vs. TRGIX (-6.20). VTSAX return over 5 years is better than : 92.17 vs. TRGIX (15.31).
| TRGIX | VTSAX | TRGIX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -9.399 | -7.884 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 1.7T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 61% |
| Returns for 1 year | -6.20 | 4.73 | -131% |
| Returns for 3 years | -9.62 | 20.97 | -46% |
| Returns for 5 years | 15.31 | 92.17 | 17% |
| Returns for 10 years | 17.15 | 155.18 | 11% |
View a ticker or compare two or three
VS
VS
Ad is loading...