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TRGIX vs VTSMX
TRGIX vs VTSMX Comparison
Open Charts TRGIX vs VTSMX
Nuveen Core Equity Retire
Price$15.83
Change+$0.18 (+1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
TRGIX vs VTSMX Comparison Chart
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TRGIX vs. VTSMX commentary
Dec 23, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. TRGIX (6.67B). VTSMX pays higher dividends than TRGIX: VTSMX (1.26) vs TRGIX (0.80). TRGIX was incepted earlier than VTSMX: TRGIX (22 years) vs VTSMX (33 years). TRGIX is a more actively managed with annual turnover of: 108.00 vs. VTSMX (2.00). TRGIX has a lower initial minimum investment than VTSMX: TRGIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.23 vs. TRGIX (18.57). VTSMX return over 5 years is better than : 79.24 vs. TRGIX (8.86).
| TRGIX | VTSMX | TRGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 18.219 | 23.596 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 1.84T | 0% |
| Annual Yield % from dividends | 0.80 | 1.26 | 64% |
| Returns for 1 year | 18.57 | 24.23 | 77% |
| Returns for 3 years | -6.59 | 24.14 | -27% |
| Returns for 5 years | 8.86 | 79.24 | 11% |
| Returns for 10 years | 34.59 | 184.08 | 19% |
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