TIBFX vs. FXAIX
Compare and contrast key facts about TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and Fidelity 500 Index Fund (FXAIX).
TIBFX is managed by TIAA Investments. It was launched on Mar 31, 2006. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIBFX or FXAIX.
Correlation
The correlation between TIBFX and FXAIX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TIBFX vs. FXAIX - Performance Comparison
Key characteristics
TIBFX:
0.55
FXAIX:
2.26
TIBFX:
0.81
FXAIX:
3.00
TIBFX:
1.09
FXAIX:
1.42
TIBFX:
0.24
FXAIX:
3.35
TIBFX:
1.75
FXAIX:
14.77
TIBFX:
1.61%
FXAIX:
1.92%
TIBFX:
5.13%
FXAIX:
12.52%
TIBFX:
-19.55%
FXAIX:
-33.79%
TIBFX:
-7.48%
FXAIX:
-1.12%
Returns By Period
In the year-to-date period, TIBFX achieves a 2.22% return, which is significantly lower than FXAIX's 27.89% return. Over the past 10 years, TIBFX has underperformed FXAIX with an annualized return of 1.72%, while FXAIX has yielded a comparatively higher 13.03% annualized return.
TIBFX
2.22%
-0.88%
1.28%
2.81%
0.03%
1.72%
FXAIX
27.89%
0.94%
10.77%
28.33%
15.02%
13.03%
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TIBFX vs. FXAIX - Expense Ratio Comparison
TIBFX has a 0.30% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
TIBFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and Fidelity 500 Index Fund (FXAIX). 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
TIBFX vs. FXAIX - Dividend Comparison
TIBFX's dividend yield for the trailing twelve months is around 4.24%, more than FXAIX's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBFX TIAA-CREF Core Plus Bond Fund Institutional Class | 4.24% | 4.19% | 3.49% | 2.38% | 2.75% | 3.05% | 3.38% | 3.10% | 3.18% | 3.02% | 2.73% | 2.76% |
FXAIX Fidelity 500 Index Fund | 0.87% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
TIBFX vs. FXAIX - Drawdown Comparison
The maximum TIBFX drawdown since its inception was -19.55%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for TIBFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
TIBFX vs. FXAIX - Volatility Comparison
The current volatility for TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) is 1.40%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.88%. This indicates that TIBFX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.