NAESX vs. TISCX
Compare and contrast key facts about Vanguard Small Cap Index Fund (NAESX) and TIAA-CREF Social Choice Equity Fund (TISCX).
NAESX is managed by Vanguard. It was launched on Oct 3, 1960. TISCX is managed by TIAA Investments. It was launched on Jul 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NAESX or TISCX.
Correlation
The correlation between NAESX and TISCX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NAESX vs. TISCX - Performance Comparison
Key characteristics
NAESX:
0.88
TISCX:
1.61
NAESX:
1.30
TISCX:
2.25
NAESX:
1.16
TISCX:
1.29
NAESX:
1.27
TISCX:
1.35
NAESX:
4.53
TISCX:
8.93
NAESX:
3.30%
TISCX:
2.30%
NAESX:
17.01%
TISCX:
12.81%
NAESX:
-59.77%
TISCX:
-55.12%
NAESX:
-7.40%
TISCX:
-5.01%
Returns By Period
In the year-to-date period, NAESX achieves a 14.45% return, which is significantly lower than TISCX's 19.71% return. Over the past 10 years, NAESX has outperformed TISCX with an annualized return of 8.92%, while TISCX has yielded a comparatively lower 7.67% annualized return.
NAESX
14.45%
-6.10%
11.03%
14.29%
9.21%
8.92%
TISCX
19.71%
-4.15%
7.11%
20.23%
9.50%
7.67%
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NAESX vs. TISCX - Expense Ratio Comparison
Both NAESX and TISCX have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
NAESX vs. TISCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Index Fund (NAESX) and TIAA-CREF Social Choice Equity Fund (TISCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NAESX vs. TISCX - Dividend Comparison
NAESX's dividend yield for the trailing twelve months is around 0.84%, less than TISCX's 16.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAESX Vanguard Small Cap Index Fund | 0.84% | 1.44% | 1.41% | 1.12% | 1.05% | 1.28% | 1.53% | 1.24% | 1.39% | 1.35% | 1.27% | 1.17% |
TISCX TIAA-CREF Social Choice Equity Fund | 16.53% | 1.58% | 1.62% | 1.16% | 1.23% | 1.57% | 1.86% | 1.61% | 2.38% | 1.93% | 1.42% | 1.40% |
Drawdowns
NAESX vs. TISCX - Drawdown Comparison
The maximum NAESX drawdown since its inception was -59.77%, which is greater than TISCX's maximum drawdown of -55.12%. Use the drawdown chart below to compare losses from any high point for NAESX and TISCX. For additional features, visit the drawdowns tool.
Volatility
NAESX vs. TISCX - Volatility Comparison
Vanguard Small Cap Index Fund (NAESX) has a higher volatility of 5.35% compared to TIAA-CREF Social Choice Equity Fund (TISCX) at 3.77%. This indicates that NAESX's price experiences larger fluctuations and is considered to be riskier than TISCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.