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TRGIX vs VTSMX
TRGIX vs VTSMX Comparison
Open Charts TRGIX vs VTSMX
Nuveen Core Equity Retire
Price$17.09
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets7.32B
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
TRGIX vs VTSMX Comparison Chart in %
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TRGIX vs. VTSMX commentary
Sep 26, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. TRGIX (7.32B). VTSMX pays higher dividends than TRGIX: VTSMX (1.07) vs TRGIX (0.69). TRGIX was incepted earlier than VTSMX: TRGIX (23 years) vs VTSMX (33 years). TRGIX (0.65) is less costly to investors than VTSMX (0.14). TRGIX is a more actively managed with annual turnover of: 25.00 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 : 16.04 vs. TRGIX (2.17). VTSMX return over 5 years is better than : 96.39 vs. TRGIX (14.77).
| TRGIX | VTSMX | TRGIX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.797 | 12.863 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.32B | 1.95T | 0% |
| Annual Yield % from dividends | 0.69 | 1.07 | 64% |
| Returns for 1 year | 2.17 | 16.04 | 14% |
| Returns for 3 years | 33.96 | 79.91 | 42% |
| Returns for 5 years | 14.77 | 96.39 | 15% |
| Returns for 10 years | 56.64 | 249.73 | 23% |
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