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TRGIX vs VTSMX
TRGIX vs VTSMX Comparison
Open Charts TRGIX vs VTSMX
Nuveen Core Equity Retire
Price$17.89
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets7.19B
Vanguard Total Stock Mkt Idx I
Price$165.34
Change+$0.49 (+0.30%)
VolumeN/A
Net Assets2.06T
TRGIX vs VTSMX Comparison Chart in %
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TRGIX vs. VTSMX commentary
Dec 13, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. TRGIX (7.19B). VTSMX pays higher dividends than TRGIX: VTSMX (1.02) vs TRGIX (0.62). 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 : 12.68 vs. TRGIX (10.71). VTSMX return over 5 years is better than : 79.30 vs. TRGIX (12.84).
| 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 | 14.592 | 17.334 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.19B | 2.06T | 0% |
| Annual Yield % from dividends | 0.62 | 1.02 | 61% |
| Returns for 1 year | 10.71 | 12.68 | 84% |
| Returns for 3 years | 39.28 | 70.77 | 55% |
| Returns for 5 years | 12.84 | 79.30 | 16% |
| Returns for 10 years | 62.64 | 240.48 | 26% |
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