TRGIX
Price
$16.86
Change
-$0.12 (-0.71%)
Updated
Aug 15 closing price
Net Assets
7.37B
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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TRGIX vs VTSMX

Header iconTRGIX vs VTSMX Comparison
Open Charts TRGIX vs VTSMXBanner chart's image
Nuveen Core Equity Retire
Price$16.86
Change-$0.12 (-0.71%)
VolumeN/A
Net Assets7.37B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
TRGIX vs VTSMX Comparison Chart in %
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TRGIX vs. VTSMX commentary
Aug 16, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. TRGIX (7.37B). VTSMX pays higher dividends than TRGIX: VTSMX (1.09) 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 : 16.52 vs. TRGIX (5.36). VTSMX return over 5 years is better than : 86.32 vs. TRGIX (10.74).
TRGIXVTSMXTRGIX / VTSMX
Total Expense Ratio0.650.14464%
Annual Report Gross Expense Ratio0.650.14464%
Fund Existence23 years33 years-
Gain YTD8.5829.55790%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.37B1.91T0%
Annual Yield % from dividends0.691.0963%
Returns for 1 year5.3616.5232%
Returns for 3 years12.5347.1927%
Returns for 5 years10.7486.3212%
Returns for 10 years37.69203.3419%
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