TRGIX
Price
$16.67
Change
+$0.01 (+0.06%)
Updated
Jul 28 closing price
Net Assets
7.35B
VSMPX
Price
$286.38
Change
-$0.02 (-0.01%)
Updated
Jul 28 closing price
Net Assets
1.91T
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TRGIX vs VSMPX

Header iconTRGIX vs VSMPX Comparison
Open Charts TRGIX vs VSMPXBanner chart's image
Nuveen Core Equity Retire
Price$16.67
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets7.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.38
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.91T
TRGIX vs VSMPX Comparison Chart in %
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VS
TRGIX vs. VSMPX commentary
Jul 29, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. TRGIX (7.35B). VSMPX pays higher dividends than TRGIX: VSMPX (1.22) vs TRGIX (0.72). TRGIX was incepted earlier than VSMPX: TRGIX (23 years) vs VSMPX (10 years). TRGIX (0.65) is less costly to investors than VSMPX (0.02). TRGIX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). TRGIX has a lower initial minimum investment than VSMPX: TRGIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. TRGIX (5.32). VSMPX return over 5 years is better than : 93.61 vs. TRGIX (15.05).
TRGIXVSMPXTRGIX / VSMPX
Total Expense Ratio0.650.023,250%
Annual Report Gross Expense Ratio0.650.023,250%
Fund Existence23 years10 years-
Gain YTD6.5358.29879%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.35B1.91T0%
Annual Yield % from dividends0.721.2259%
Returns for 1 year5.3217.7630%
Returns for 3 years21.2760.6735%
Returns for 5 years15.0593.6116%
Returns for 10 years35.19192.0918%
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