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TRGIX vs VTSMX
TRGIX vs VTSMX Comparison
Open Charts TRGIX vs VTSMX
Nuveen Core Equity Retire
Price$17.45
Change-$0.35 (-1.97%)
VolumeN/A
Net Assets7.24B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
TRGIX vs VTSMX Comparison Chart in %
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TRGIX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. TRGIX (7.24B). VTSMX pays higher dividends than TRGIX: VTSMX (1.02) vs TRGIX (0.63). 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 : 13.42 vs. TRGIX (1.65). VTSMX return over 5 years is better than : 83.98 vs. TRGIX (8.48).
| 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 | 14.016 | 15.972 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.24B | 2.05T | 0% |
| Annual Yield % from dividends | 0.63 | 1.02 | 61% |
| Returns for 1 year | 1.65 | 13.42 | 12% |
| Returns for 3 years | 27.78 | 68.22 | 41% |
| Returns for 5 years | 8.48 | 83.98 | 10% |
| Returns for 10 years | 51.23 | 235.40 | 22% |
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