TFITX vs. VIIIX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
TFITX is managed by TIAA Investments". It was launched on Sep 29, 2020. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TFITX or VIIIX.
Correlation
The correlation between TFITX and VIIIX is 0.96, 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
TFITX vs. VIIIX - Performance Comparison
Key characteristics
TFITX:
1.56
VIIIX:
1.77
TFITX:
2.08
VIIIX:
2.37
TFITX:
1.30
VIIIX:
1.32
TFITX:
2.45
VIIIX:
2.75
TFITX:
9.65
VIIIX:
10.90
TFITX:
1.91%
VIIIX:
2.13%
TFITX:
11.82%
VIIIX:
13.13%
TFITX:
-25.69%
VIIIX:
-55.18%
TFITX:
0.00%
VIIIX:
-1.21%
Returns By Period
In the year-to-date period, TFITX achieves a 3.81% return, which is significantly higher than VIIIX's 3.30% return.
TFITX
3.81%
3.81%
8.69%
20.07%
N/A
N/A
VIIIX
3.30%
3.30%
11.00%
25.30%
13.09%
12.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TFITX vs. VIIIX - Expense Ratio Comparison
TFITX has a 0.11% expense ratio, which is higher than VIIIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
TFITX vs. VIIIX — Risk-Adjusted Performance Rank
TFITX
VIIIX
TFITX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
TFITX vs. VIIIX - Dividend Comparison
TFITX's dividend yield for the trailing twelve months is around 2.04%, more than VIIIX's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFITX TIAA-CREF Lifecycle Index 2065 Fund | 2.04% | 2.11% | 1.98% | 1.93% | 1.78% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.24% | 1.28% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 2.46% |
Drawdowns
TFITX vs. VIIIX - Drawdown Comparison
The maximum TFITX drawdown since its inception was -25.69%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for TFITX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
TFITX vs. VIIIX - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2065 Fund (TFITX) is 3.41%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 4.55%. This indicates that TFITX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.