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TRGIX vs VTSMX
TRGIX vs VTSMX Comparison
Open Charts TRGIX vs VTSMX
Nuveen Core Equity Retire
Price$17.15
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets7.07B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
TRGIX vs VTSMX Comparison Chart in %
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TRGIX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. TRGIX (7.07B). VTSMX pays higher dividends than TRGIX: VTSMX (1.04) vs TRGIX (0.64). TRGIX was incepted earlier than VTSMX: TRGIX (23 years) vs VTSMX (34 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 : 13.79 vs. TRGIX (-0.65). VTSMX return over 5 years is better than : 84.86 vs. TRGIX (8.03).
| 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 | 34 years | - |
| Gain YTD | 9.852 | 13.012 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.07B | 2.02T | 0% |
| Annual Yield % from dividends | 0.64 | 1.04 | 62% |
| Returns for 1 year | -0.65 | 13.79 | -5% |
| Returns for 3 years | 30.34 | 76.02 | 40% |
| Returns for 5 years | 8.03 | 84.86 | 9% |
| Returns for 10 years | 45.01 | 225.10 | 20% |
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