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TRGIX vs VTSMX
TRGIX vs VTSMX Comparison
Open Charts TRGIX vs VTSMX
Nuveen Core Equity Retire
Price$16.37
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets6.86B
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
TRGIX vs VTSMX Comparison Chart
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TRGIX vs. VTSMX commentary
Jan 23, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. TRGIX (6.86B). 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 : 24.81 vs. TRGIX (17.84). VTSMX return over 5 years is better than : 80.56 vs. TRGIX (8.36).
| 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 | 3.697 | 3.752 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 1.78T | 0% |
| Annual Yield % from dividends | 0.80 | 1.26 | 64% |
| Returns for 1 year | 17.84 | 24.81 | 72% |
| Returns for 3 years | 2.74 | 36.40 | 8% |
| Returns for 5 years | 8.36 | 80.56 | 10% |
| Returns for 10 years | 39.46 | 194.81 | 20% |
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